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
326
$218K 0.06%
53,075
+39,492
327
$217K 0.06%
+3,159
328
$213K 0.06%
+2,918
329
$213K 0.06%
+3,044
330
$212K 0.06%
+3,551
331
$212K 0.06%
29,363
-1,934
332
$210K 0.06%
+13,473
333
$205K 0.06%
4,692
+41
334
$205K 0.06%
3,956
-1,027
335
$203K 0.06%
+2,754
336
$202K 0.06%
+5,158
337
$202K 0.06%
+5,023
338
$201K 0.06%
+3,749
339
$197K 0.05%
20,083
+21
340
$197K 0.05%
13,725
341
$196K 0.05%
4,409
342
$192K 0.05%
14,025
+343
343
$184K 0.05%
12,541
344
$184K 0.05%
17,309
+1,382
345
$182K 0.05%
2,916
+839
346
$173K 0.05%
11,606
-414
347
$160K 0.04%
3,743
-604
348
$158K 0.04%
15,702
-2,850
349
$139K 0.04%
14,134
350
$136K 0.04%
3,499
11 12 13
14
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