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
276
$308K 0.09%
10,116
+2,591
277
$307K 0.08%
16,470
+1,150
278
$302K 0.08%
1,268
-251
279
$302K 0.08%
3,777
+462
280
$300K 0.08%
+2,519
281
$297K 0.08%
2,228
+194
282
$296K 0.08%
5,731
-341
283
$295K 0.08%
3,804
+36
284
$293K 0.08%
5,073
-386
285
$290K 0.08%
+3,959
286
$289K 0.08%
5,768
+856
287
$286K 0.08%
5,674
+125
288
$286K 0.08%
+4,426
289
$284K 0.08%
4,260
+591
290
$282K 0.08%
+5,468
291
$281K 0.08%
2,318
+236
292
$281K 0.08%
4,672
+1,095
293
$276K 0.08%
+3,561
294
$274K 0.08%
11,452
-171
295
$273K 0.08%
19,859
+38
296
$266K 0.07%
+5,100
297
$259K 0.07%
+13,253
298
$259K 0.07%
1,906
-83
299
$257K 0.07%
2,806
+283
300
$253K 0.07%
+3,963
10 11
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