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
$452M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.44M
3
+$1.78M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.67M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.59M

Top Sells

1
+$1.75M
2
+$1.33M
3
+$983K
4
RAI
Reynolds American Inc
RAI
+$718K
5
DLR icon
Digital Realty Trust
DLR
+$664K

Sector Composition

1 Technology 5.35%
2 Industrials 5.28%
3 Healthcare 4.94%
4 Financials 4.56%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$752K 0.17%
16,379
+1,850
177
$746K 0.17%
27,752
-1,091
178
$740K 0.16%
18,425
+1,000
179
$702K 0.16%
4,059
-1,106
180
$700K 0.16%
11,154
+2,644
181
$697K 0.15%
12,473
+257
182
$689K 0.15%
4,883
+415
183
$688K 0.15%
7,355
+1,634
184
$681K 0.15%
152,120
+50,640
185
$680K 0.15%
5,053
+495
186
$662K 0.15%
8,182
-433
187
$652K 0.14%
3,602
-567
188
$650K 0.14%
3,464
+386
189
$644K 0.14%
6,028
+198
190
$643K 0.14%
12,781
-772
191
$639K 0.14%
6,001
-62
192
$632K 0.14%
11,063
-197
193
$632K 0.14%
3,096
-716
194
$622K 0.14%
+33,460
195
$621K 0.14%
7,237
-936
196
$616K 0.14%
4,039
+928
197
$615K 0.14%
11,897
+468
198
$615K 0.14%
11,541
+1,827
199
$613K 0.14%
18,901
+5,614
200
$612K 0.14%
15,652
+2,220
6 7
8
9 10