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
$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 11.23%
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
1
$234M 4.63%
1,763,690
+1,461,580
2
$112M 2.21%
356,168
+230,780
3
$111M 2.19%
569,450
+522,022
4
$73.9M 1.46%
453,680
+333,040
5
$73.9M 1.46%
332,087
+247,879
6
$67.5M 1.34%
179,873
+143,700
7
$61.5M 1.22%
242,850
+50,600
8
$54.9M 1.09%
146,737
+99,745
9
$51.6M 1.02%
858,087
+638,238
10
$51.5M 1.02%
+2,410,080
11
$48.5M 0.96%
955,825
+945,872
12
$47.7M 0.94%
1,361,457
+703,180
13
$46.7M 0.92%
338,308
+252,807
14
$46.6M 0.92%
528,823
+457,107
15
$46.1M 0.91%
389,871
+242,272
16
$40.7M 0.81%
885,430
+782,855
17
$39.8M 0.79%
432,907
+208,374
18
$36.9M 0.73%
310,478
+100,647
19
$32.8M 0.65%
139,302
+80,745
20
$32.6M 0.64%
119,183
+98,146
21
$31.9M 0.63%
472,939
+405,105
22
$30.2M 0.6%
142,300
+99,833
23
$29.9M 0.59%
340,880
+267,020
24
$29.1M 0.58%
429,230
+202,999
25
$27M 0.53%
423,493
+323,577
1
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