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
201
$1.43M 0.12%
9,993
+532
202
$1.42M 0.12%
28,358
+3,782
203
$1.41M 0.12%
24,866
+2,802
204
$1.41M 0.12%
28,087
+8,933
205
$1.38M 0.11%
4,060
+142
206
$1.37M 0.11%
5,044
+3,738
207
$1.36M 0.11%
7,211
+716
208
$1.35M 0.11%
9,348
+797
209
$1.35M 0.11%
9,723
+1,120
210
$1.34M 0.11%
30,474
+12,402
211
$1.32M 0.11%
30,019
+1,052
212
$1.32M 0.11%
35,619
-3,819
213
$1.32M 0.11%
5,467
-255
214
$1.32M 0.11%
17,128
+1,017
215
$1.3M 0.11%
35,814
+2,523
216
$1.29M 0.11%
15,073
-8,064
217
$1.29M 0.11%
27,307
+1,130
218
$1.28M 0.11%
4,066
+409
219
$1.26M 0.1%
30,888
-8,513
220
$1.26M 0.1%
21,137
+4,911
221
$1.26M 0.1%
6,632
-826
222
$1.25M 0.1%
15,257
+2,127
223
$1.25M 0.1%
20,066
+4,373
224
$1.24M 0.1%
20,000
+2,860
225
$1.24M 0.1%
11,972
+1,002
7 8
9
10 11