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
176
$1.69M 0.14%
14,324
-1,524
177
$1.68M 0.14%
60,181
+8,109
178
$1.67M 0.14%
31,428
+926
179
$1.66M 0.14%
26,904
+1,257
180
$1.65M 0.14%
52,654
+32,841
181
$1.64M 0.13%
14,763
+791
182
$1.63M 0.13%
10,929
-502
183
$1.63M 0.13%
84,954
-122,476
184
$1.62M 0.13%
7,182
+142
185
$1.62M 0.13%
12,089
+755
186
$1.61M 0.13%
21,084
+13,102
187
$1.59M 0.13%
26,502
-4,404
188
$1.57M 0.13%
47,250
-420
189
$1.56M 0.13%
15,404
-3,323
190
$1.55M 0.13%
+9,883
191
$1.54M 0.13%
16,725
+3,855
192
$1.54M 0.13%
97,326
+2,913
193
$1.52M 0.12%
9,759
+295
194
$1.5M 0.12%
3,390
-292
195
$1.49M 0.12%
5,364
+864
196
$1.48M 0.12%
10,056
-202
197
$1.46M 0.12%
15,538
+1,379
198
$1.45M 0.12%
53,407
+2,471
199
$1.44M 0.12%
26,945
+4,805
200
$1.44M 0.12%
42,132
-8,802
6 7
8
9 10