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
251
$349K 0.1%
17,071
+3,670
252
$348K 0.1%
11,700
+203
253
$348K 0.1%
2,177
+101
254
$344K 0.1%
6,500
-3,000
255
$344K 0.1%
6,908
+30
256
$343K 0.09%
5,459
257
$340K 0.09%
6,289
+1,755
258
$339K 0.09%
2,335
+437
259
$339K 0.09%
2,862
-1,117
260
$337K 0.09%
1,186
+115
261
$329K 0.09%
4,848
+39
262
$329K 0.09%
6,622
+2,077
263
$329K 0.09%
+43,440
264
$329K 0.09%
9,347
-212
265
$325K 0.09%
3,684
+237
266
$323K 0.09%
36,100
+1,000
267
$323K 0.09%
1,571
+313
268
$320K 0.09%
4,344
+561
269
$320K 0.09%
3,282
-23
270
$319K 0.09%
+3,992
271
$318K 0.09%
5,340
+1,448
272
$313K 0.09%
5,807
+521
273
$312K 0.09%
17,475
-3,120
274
$311K 0.09%
+6,807
275
$310K 0.09%
6,448
+11
9 10
11
12 13