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
$233M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.87M
3
+$1.83M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.67M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.65M

Top Sells

1
+$3.11M
2
+$2.07M
3
+$1.94M
4
TFC icon
Truist Financial
TFC
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.33M

Sector Composition

1 Communication Services 5.39%
2 Industrials 5.2%
3 Healthcare 4.62%
4 Technology 4.56%
5 Financials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$242K 0.1%
5,542
-1,064
227
$242K 0.1%
14,440
-80
228
$241K 0.1%
4,035
+35
229
$239K 0.1%
+5,565
230
$236K 0.1%
+8,149
231
$236K 0.1%
+4,803
232
$235K 0.1%
3,595
+1
233
$235K 0.1%
4,618
+588
234
$232K 0.1%
1,771
-178
235
$231K 0.1%
2,893
-6,194
236
$229K 0.1%
624
+26
237
$228K 0.1%
+1,238
238
$228K 0.1%
+11,621
239
$228K 0.1%
+9,255
240
$227K 0.1%
3,409
-2,386
241
$224K 0.1%
11,654
-2,552
242
$223K 0.1%
4,214
-3,083
243
$221K 0.09%
+8,380
244
$220K 0.09%
5,293
-1,363
245
$219K 0.09%
+2,553
246
$218K 0.09%
5,968
-2,101
247
$218K 0.09%
+7,300
248
$217K 0.09%
+2,419
249
$215K 0.09%
+4,378
250
$214K 0.09%
7,381
+4,046
8 9
10
11 12