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
251
$237K 0.09%
2,069
+44
252
$236K 0.09%
6,489
-145
253
$235K 0.09%
10,494
-6,866
254
$235K 0.09%
15,705
+750
255
$234K 0.09%
14,520
-2,310
256
$228K 0.09%
+8,890
257
$228K 0.09%
+1,372
258
$224K 0.09%
5,459
259
$224K 0.09%
1,838
+1
260
$223K 0.09%
4,971
+347
261
$221K 0.09%
+12,330
262
$219K 0.09%
31,638
263
$219K 0.09%
+4,742
264
$215K 0.08%
2,758
+67
265
$213K 0.08%
9,382
+98
266
$212K 0.08%
3,038
-18
267
$211K 0.08%
1,742
-242
268
$210K 0.08%
+3,594
269
$210K 0.08%
+2,648
270
$210K 0.08%
+4,030
271
$209K 0.08%
3,565
272
$208K 0.08%
870
-13
273
$204K 0.08%
+598
274
$204K 0.08%
+6,310
275
$201K 0.08%
6,034
-838
9 10
11
12 13