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
301
$253K 0.07%
2,071
+149
302
$247K 0.07%
13,750
+815
303
$246K 0.07%
3,007
-556
304
$245K 0.07%
8,851
+906
305
$245K 0.07%
+12,024
306
$244K 0.07%
2,235
+124
307
$243K 0.07%
+4,800
308
$242K 0.07%
5,462
+15
309
$239K 0.07%
+10,263
310
$237K 0.07%
+4,561
311
$236K 0.07%
+8,554
312
$235K 0.06%
14,422
+16
313
$233K 0.06%
1,383
-253
314
$233K 0.06%
+9,037
315
$233K 0.06%
+3,410
316
$230K 0.06%
5,462
-1,531
317
$228K 0.06%
4,970
-138
318
$227K 0.06%
+82,960
319
$227K 0.06%
+4,992
320
$225K 0.06%
4,318
+220
321
$225K 0.06%
+5,718
322
$222K 0.06%
+7,075
323
$221K 0.06%
8,233
-2,730
324
$219K 0.06%
6,188
-120
325
$219K 0.06%
2,629
-2,014
11 12
13
14 15