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
$362M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$2.45M
3
+$1.79M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.72M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.63M

Top Sells

1
+$1.95M
2
+$1.01M
3
+$880K
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$662K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$631K

Sector Composition

1 Industrials 5%
2 Healthcare 4.77%
3 Consumer Discretionary 4.72%
4 Technology 4.59%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$413K 0.11%
7,744
+331
227
$412K 0.11%
28,814
+10
228
$412K 0.11%
16,654
+1,679
229
$405K 0.11%
6,239
+1,860
230
$405K 0.11%
+9,409
231
$405K 0.11%
2,926
+966
232
$404K 0.11%
10,239
-237
233
$399K 0.11%
15,700
+1,414
234
$399K 0.11%
3,321
+318
235
$398K 0.11%
18,352
+2,279
236
$397K 0.11%
+7,790
237
$395K 0.11%
14,365
+5,721
238
$394K 0.11%
9,084
+1,145
239
$393K 0.11%
7,678
+2,681
240
$390K 0.11%
27,528
+19
241
$379K 0.1%
7,726
+291
242
$378K 0.1%
6,580
-119
243
$377K 0.1%
+4,690
244
$369K 0.1%
66,000
+10,000
245
$367K 0.1%
5,894
+479
246
$362K 0.1%
10,662
+155
247
$360K 0.1%
+3,532
248
$357K 0.1%
7,265
-739
249
$353K 0.1%
11,853
-823
250
$352K 0.1%
+7,195
8 9
10
11 12