Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.62M
3
+$1.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.27M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.18M

Top Sells

1
+$1.05M
2
+$765K
3
+$602K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$514K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$442K

Sector Composition

1 Healthcare 5.14%
2 Technology 4.77%
3 Industrials 4.76%
4 Consumer Discretionary 4.6%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$247K 0.06%
13,620
+147
327
$241K 0.06%
+3,193
328
$240K 0.06%
2,801
+172
329
$238K 0.06%
8,554
330
$237K 0.06%
+8,808
331
$235K 0.06%
3,966
-8,109
332
$235K 0.06%
+7,135
333
$228K 0.06%
+9,760
334
$228K 0.06%
+2,436
335
$226K 0.06%
8,097
-136
336
$223K 0.05%
1,390
+7
337
$223K 0.05%
6,725
-350
338
$222K 0.05%
+3,566
339
$222K 0.05%
3,004
-40
340
$221K 0.05%
+3,952
341
$219K 0.05%
8,462
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342
$219K 0.05%
3,163
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343
$217K 0.05%
4,534
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344
$216K 0.05%
5,475
+13
345
$216K 0.05%
+6,190
346
$215K 0.05%
4,499
-493
347
$215K 0.05%
+7,220
348
$213K 0.05%
5,158
349
$212K 0.05%
+1,601
350
$211K 0.05%
+10,007
12 13
14
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