Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
1
$15.3M 3.39%
122,194
+19,446
2
$14.4M 3.18%
108,264
+940
3
$8.2M 1.82%
213,068
+19,020
4
$8.01M 1.77%
55,137
+19,075
5
$7.88M 1.75%
71,937
+8,694
6
$7.41M 1.64%
74,288
-1,050
7
$6.48M 1.44%
71,028
+12,045
8
$5.99M 1.33%
93,264
+1,179
9
$5.85M 1.3%
49,395
+2,022
10
$5.61M 1.24%
67,613
+9,083
11
$5.52M 1.22%
111,892
+32,212
12
$5.31M 1.18%
21,124
-2,286
13
$5.22M 1.16%
176,092
+10,597
14
$4.89M 1.08%
33,350
-1,400
15
$4.83M 1.07%
37,050
+4,243
16
$4.09M 0.91%
16,078
+1,022
17
$3.97M 0.88%
27,993
-145
18
$3.9M 0.86%
52,494
+2,358
19
$3.79M 0.84%
39,670
+11,071
20
$3.78M 0.84%
32,579
-861
21
$3.67M 0.81%
30,599
+182
22
$3.47M 0.77%
161,710
+625
23
$3.45M 0.76%
71,600
+9,820
24
$3.41M 0.76%
114,671
+13,609
25
$3.41M 0.75%
41,624
+4,435
1
2 3 4 5