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
276
$201K 0.08%
3,568
-164
277
$200K 0.08%
+10,380
278
$196K 0.08%
11,705
-1,219
279
$191K 0.07%
+3,771
280
$189K 0.07%
+11,185
281
$170K 0.07%
11,297
+40
282
$158K 0.06%
+10,561
283
$144K 0.06%
13,258
-2,000
284
$139K 0.05%
+10,616
285
$128K 0.05%
5,235
-345
286
$126K 0.05%
+3,499
287
$120K 0.05%
+2,720
288
$116K 0.05%
11,917
289
$92K 0.04%
3,335
-1,088
290
$91K 0.04%
30,713
-999
291
$72K 0.03%
11,851
+445
292
$47K 0.02%
55
293
$43K 0.02%
+2,536
294
$30K 0.01%
12,014
295
$7K ﹤0.01%
13,326
+224
296
– –
-10,498
297
– –
-7,101
298
– –
-18,801
299
– –
-8,795
300
– –
-8,730
9 10 11
12
13