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
$255M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.4M
3
+$1.05M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$743K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$709K

Top Sells

1
+$1.66M
2
+$699K
3
+$498K
4
FFTY icon
Innovator IBD 50 ETF
FFTY
+$395K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$368K

Sector Composition

1 Healthcare 6.73%
2 Consumer Staples 6.63%
3 Communication Services 6.02%
4 Technology 5.78%
5 Financials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$274K 0.11%
+8,653
227
$271K 0.11%
9,975
-318
228
$268K 0.11%
+33,500
229
$267K 0.1%
+5,271
230
$266K 0.1%
3,969
-367
231
$265K 0.1%
7,540
-166
232
$260K 0.1%
+6,432
233
$259K 0.1%
4,000
234
$258K 0.1%
9,283
+210
235
$257K 0.1%
1,158
236
$256K 0.1%
5,764
237
$256K 0.1%
41,000
238
$254K 0.1%
+3,175
239
$253K 0.1%
+7,184
240
$253K 0.1%
2,314
+473
241
$250K 0.1%
1,949
+70
242
$248K 0.1%
2,817
+72
243
$248K 0.1%
+6,780
244
$246K 0.1%
17,184
+40
245
$243K 0.1%
23,884
+19
246
$242K 0.09%
+2,989
247
$240K 0.09%
2,616
+18
248
$239K 0.09%
3,091
249
$239K 0.09%
5,925
-282
250
$239K 0.09%
1,278
-267
8 9
10
11 12