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
$5.05B
AUM Growth
+$3.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$102M
3
+$72.4M
4
MSFT icon
Microsoft
MSFT
+$55.1M
5
AMZN icon
Amazon
AMZN
+$54.2M

Top Sells

1
+$5.99M
2
+$3.11M
3
+$2.84M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.6M
5
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.42M

Sector Composition

1 Technology 11.24%
2 Healthcare 5.22%
3 Consumer Discretionary 4.76%
4 Financials 4.52%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.44M 0.15%
279,410
+129,060
152
$7.43M 0.15%
63,957
+51,985
153
$7.43M 0.15%
76,499
+55,281
154
$7.41M 0.15%
+102,642
155
$7.38M 0.15%
+695,595
156
$7.34M 0.15%
100,034
+13,401
157
$7.28M 0.14%
78,068
+64,665
158
$7.24M 0.14%
+34,700
159
$7.19M 0.14%
447,952
+68,024
160
$7.11M 0.14%
14,212
+10,644
161
$7.1M 0.14%
62,568
+34,352
162
$7.1M 0.14%
26,516
+8,379
163
$7.08M 0.14%
+377,565
164
$6.84M 0.14%
111,055
+90,989
165
$6.81M 0.13%
110,858
+73,313
166
$6.72M 0.13%
30,207
+28,304
167
$6.69M 0.13%
108,549
+99,627
168
$6.58M 0.13%
122,157
+29,201
169
$6.55M 0.13%
91,663
+61,655
170
$6.52M 0.13%
9,040
+7,030
171
$6.48M 0.13%
93,306
+18,968
172
$6.44M 0.13%
95,508
+82,204
173
$6.39M 0.13%
208,402
+53,643
174
$6.36M 0.13%
+141,521
175
$6.32M 0.13%
65,695
+40,544
5 6
7
8 9