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
176
$783K 0.15%
2,795
+170
177
$775K 0.15%
27,063
+260
178
$774K 0.14%
7,088
-791
179
$766K 0.14%
10,471
+526
180
$757K 0.14%
14,544
-2,005
181
$739K 0.14%
6,780
-196
182
$736K 0.14%
6,535
-649
183
$732K 0.14%
19,510
-3,271
184
$719K 0.13%
11,562
+76
185
$718K 0.13%
5,292
-32
186
$718K 0.13%
17,765
+1,151
187
$718K 0.13%
14,730
+5,423
188
$715K 0.13%
24,855
+3,457
189
$693K 0.13%
7,497
+244
190
$675K 0.13%
10,322
+1,138
191
$673K 0.13%
23,811
-3,488
192
$669K 0.13%
6,937
-1,225
193
$668K 0.13%
18,265
-172
194
$655K 0.12%
8,602
-85
195
$655K 0.12%
3,420
-45
196
$653K 0.12%
4,114
+10
197
$649K 0.12%
11,046
+1,547
198
$648K 0.12%
39,648
+21,708
199
$643K 0.12%
12,622
+3,490
200
$638K 0.12%
15,616
-3,260
6 7
8
9 10