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Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
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
+$5.21M
2
+$4.49M
3
+$4.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.26M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.61M

Top Sells

1
+$6.21M
2
+$3.63M
3
+$3.01M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$2.41M
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$1.64M

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
1
$43.8M 3.58%
1,153,500
+27,300
2
$35M 2.87%
302,110
+6,278
3
$34.8M 2.85%
125,388
+1,033
4
$21.9M 1.8%
209,831
+10,247
5
$20.7M 1.7%
658,277
+139,420
6
$19M 1.56%
120,640
-300
7
$17.7M 1.45%
84,208
+6,755
8
$17.4M 1.43%
147,599
+20,729
9
$15.8M 1.29%
224,533
+7,080
10
$15.7M 1.29%
46,992
-659
11
$15.5M 1.27%
168,152
+6,641
12
$14.4M 1.18%
226,231
+29,725
13
$13.8M 1.13%
44,964
-2,022
14
$13.7M 1.13%
253,408
-3,600
15
$12.9M 1.06%
224,545
+13,341
16
$12.8M 1.05%
346,010
+10,930
17
$12.2M 1%
36,173
+9,796
18
$11.5M 0.94%
85,501
+13,828
19
$11.5M 0.94%
219,849
+19,272
20
$10.1M 0.83%
253,316
+44,599
21
$9.51M 0.78%
117,896
-4,516
22
$9.36M 0.77%
79,214
-6,404
23
$8.5M 0.7%
57,683
-1,076
24
$8.37M 0.69%
58,557
+38,007
25
$8.37M 0.69%
388,487
+79,518
1
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