Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.94M
3
+$2.19M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.95M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$1.77M

Top Sells

1
+$5.7M
2
+$5.25M
3
+$3.41M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$2.04M

Sector Composition

1 Technology 5.52%
2 Industrials 4.03%
3 Financials 3.99%
4 Healthcare 3.81%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$935K 0.18%
6,069
+81
152
$926K 0.17%
27,305
+3,951
153
$924K 0.17%
3,856
-96
154
$913K 0.17%
3,613
-1,162
155
$897K 0.17%
3
-3
156
$875K 0.16%
14,565
+213
157
$865K 0.16%
42,960
+2,330
158
$865K 0.16%
16,693
-3,192
159
$847K 0.16%
8,476
+1,274
160
$843K 0.16%
17,562
+5,919
161
$842K 0.16%
16,074
+1,392
162
$841K 0.16%
13,908
+1,560
163
$834K 0.16%
17,761
+796
164
$830K 0.16%
5,171
-29
165
$827K 0.15%
143,040
+5,880
166
$822K 0.15%
32,196
-5,194
167
$820K 0.15%
13,578
+1,734
168
$807K 0.15%
18,314
-1,615
169
$804K 0.15%
16,405
+6,266
170
$803K 0.15%
12,620
-58
171
$800K 0.15%
12,978
+210
172
$799K 0.15%
+17,274
173
$795K 0.15%
16,032
+4
174
$788K 0.15%
7,476
+4,144
175
$786K 0.15%
19,645
+1,019
5 6
7
8 9