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
$5.05B
AUM Growth
+$3.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$102M
3
+$72.4M
4
MSFT icon
Microsoft
MSFT
+$55.1M
5
AMZN icon
Amazon
AMZN
+$54.2M

Top Sells

1
+$5.99M
2
+$3.11M
3
+$2.84M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.6M
5
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.42M

Sector Composition

1 Technology 11.24%
2 Healthcare 5.22%
3 Consumer Discretionary 4.76%
4 Financials 4.52%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.54M 0.11%
+86,015
202
$5.53M 0.11%
37,812
+30,032
203
$5.53M 0.11%
20,108
+14,879
204
$5.51M 0.11%
51,000
+48,386
205
$5.47M 0.11%
+155,525
206
$5.43M 0.11%
180,063
+147,759
207
$5.41M 0.11%
86,244
+56,538
208
$5.36M 0.11%
93,402
+66,095
209
$5.35M 0.11%
49,116
+42,708
210
$5.3M 0.1%
81,794
+62,447
211
$5.28M 0.1%
87,632
+76,548
212
$5.27M 0.1%
48,362
+37,321
213
$5.21M 0.1%
+201,838
214
$5.2M 0.1%
+179,332
215
$5.2M 0.1%
95,924
+1,524
216
$5.19M 0.1%
83,452
+49,071
217
$5.18M 0.1%
+45,655
218
$5.16M 0.1%
167,713
+13,551
219
$5.13M 0.1%
97,896
+57,102
220
$5.13M 0.1%
74,129
+66,970
221
$5.12M 0.1%
164,944
+155,976
222
$5.09M 0.1%
84,408
+39,349
223
$5.09M 0.1%
127,596
+111,507
224
$5.06M 0.1%
42,513
+20,476
225
$5.03M 0.1%
+208,299
7 8
9
10 11