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
251
$213K 0.09%
+12,924
252
$210K 0.09%
+8,795
253
$210K 0.09%
41,000
+10,000
254
$209K 0.09%
31,638
+4,000
255
$209K 0.09%
+3,732
256
$207K 0.09%
+9,284
257
$207K 0.09%
+15,339
258
$206K 0.09%
3,056
-5,939
259
$206K 0.09%
+9,475
260
$205K 0.09%
+1,837
261
$203K 0.09%
3,565
-21
262
$202K 0.09%
+1,841
263
$201K 0.09%
+2,691
264
$159K 0.07%
15,258
265
$146K 0.06%
+11,257
266
$126K 0.05%
31,712
267
$124K 0.05%
5,580
+854
268
$112K 0.05%
4,423
+7
269
$108K 0.05%
+1,069
270
$106K 0.05%
+11,917
271
$92K 0.04%
+11,406
272
$48K 0.02%
55
+4
273
$32K 0.01%
+12,014
274
$31K 0.01%
10,160
+94
275
$18K 0.01%
34,470
+4,520
8 9 10
11
12