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
251
$209K 0.09%
3,013
-25
252
$209K 0.09%
2,609
-2,353
253
$208K 0.09%
+871
254
$205K 0.09%
2,680
-904
255
$204K 0.09%
5,138
-1,351
256
$203K 0.09%
+5,214
257
$203K 0.09%
19,033
-4,851
258
$202K 0.09%
4,098
-1,173
259
$201K 0.09%
28,077
-3,561
260
$200K 0.09%
1,922
-6,118
261
$200K 0.09%
1,587
-155
262
$200K 0.09%
4,683
-288
263
$189K 0.08%
+11,041
264
$187K 0.08%
4,444
+1,724
265
$179K 0.08%
12,085
+788
266
$161K 0.07%
12,361
+1,745
267
$135K 0.06%
+13,845
268
$133K 0.06%
3,499
269
$121K 0.05%
11,491
-1,767
270
$121K 0.05%
12,123
+206
271
$117K 0.05%
+11,450
272
$100K 0.04%
3,686
-1,549
273
$88K 0.04%
29,679
-1,034
274
$83K 0.04%
16,714
+4,700
275
$68K 0.03%
10,911
-940
9 10
11
12 13