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
201
$607K 0.13%
+4,593
202
$603K 0.13%
13,874
+826
203
$603K 0.13%
7,840
+1,333
204
$594K 0.13%
25,615
+773
205
$592K 0.13%
14,264
206
$590K 0.13%
11,228
-1,456
207
$586K 0.13%
10,908
-8,533
208
$584K 0.13%
12,466
-177
209
$584K 0.13%
+13,888
210
$581K 0.13%
2,401
+50
211
$580K 0.13%
4,064
-410
212
$574K 0.13%
6,827
+217
213
$565K 0.13%
105,000
-1,900
214
$564K 0.12%
10,916
215
$560K 0.12%
5,230
+1,345
216
$555K 0.12%
19,200
-1,621
217
$555K 0.12%
9,442
-157
218
$552K 0.12%
9,697
+651
219
$551K 0.12%
8,792
-1,682
220
$550K 0.12%
2,681
+109
221
$547K 0.12%
10,665
-1,551
222
$545K 0.12%
9,007
+1,070
223
$536K 0.12%
4,323
+1,553
224
$533K 0.12%
9,475
-218
225
$530K 0.12%
4,306
+619
7 8
9
10 11