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
$1.22B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.18M
3
+$4.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.67M

Top Sells

1
+$6.32M
2
+$3.49M
3
+$3.01M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$2.35M
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$1.66M

Sector Composition

1 Technology 8.36%
2 Consumer Discretionary 4.06%
3 Financials 3.5%
4 Healthcare 3.4%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.96M 0.16%
22,716
-1,210
152
$1.96M 0.16%
29,082
-406
153
$1.96M 0.16%
16,154
+2,053
154
$1.96M 0.16%
50,807
+2,476
155
$1.95M 0.16%
14,999
-2,325
156
$1.94M 0.16%
9,836
-461
157
$1.94M 0.16%
43,347
+2,109
158
$1.92M 0.16%
5,395
+1,128
159
$1.9M 0.16%
11,547
+2,218
160
$1.89M 0.15%
40,794
+1,691
161
$1.87M 0.15%
34,381
+5,164
162
$1.86M 0.15%
17,893
-3,623
163
$1.83M 0.15%
76,035
-3,068
164
$1.82M 0.15%
31,251
+789
165
$1.81M 0.15%
20,489
+1,656
166
$1.8M 0.15%
61,006
+5,802
167
$1.79M 0.15%
15,903
-2,605
168
$1.77M 0.14%
29,055
+1,612
169
$1.76M 0.14%
29,706
-315
170
$1.75M 0.14%
3,568
-1,017
171
$1.73M 0.14%
30,008
+476
172
$1.72M 0.14%
70,212
-11,564
173
$1.71M 0.14%
10,491
+3,813
174
$1.7M 0.14%
5,444
-18
175
$1.69M 0.14%
77,741
-138,448
5 6
7
8 9