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
$231M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.45M
3
+$1.01M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$806K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$800K

Top Sells

1
+$1.73M
2
+$1.43M
3
+$762K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$667K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$609K

Sector Composition

1 Consumer Staples 6.82%
2 Healthcare 6.49%
3 Technology 6.34%
4 Communication Services 5.59%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$246K 0.11%
6,207
227
$245K 0.11%
1,984
-2,201
228
$243K 0.11%
1,545
-435
229
$241K 0.1%
16,403
-1,239
230
$235K 0.1%
8,060
-2,624
231
$235K 0.1%
23,865
+6,853
232
$234K 0.1%
2,598
+5
233
$232K 0.1%
5,958
-9,073
234
$232K 0.1%
3,938
235
$230K 0.1%
883
-2
236
$230K 0.1%
1,158
237
$229K 0.1%
+4,500
238
$228K 0.1%
6,872
-5,282
239
$227K 0.1%
+3,628
240
$226K 0.1%
3,091
-160
241
$224K 0.1%
4,000
242
$224K 0.1%
+7,101
243
$224K 0.1%
+5,749
244
$222K 0.1%
2,025
-696
245
$221K 0.1%
4,624
+333
246
$219K 0.09%
+991
247
$216K 0.09%
+14,955
248
$216K 0.09%
+4,601
249
$215K 0.09%
5,459
-8,398
250
$213K 0.09%
+15,774
8 9
10
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