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
351
$132K 0.04%
12,283
-981
352
$126K 0.03%
14,486
+1,100
353
$118K 0.03%
29,679
354
$116K 0.03%
11,450
355
$68K 0.02%
1,310
-10
356
$59K 0.02%
21,205
+8,261
357
$32K 0.01%
1,027
-563
358
$22K 0.01%
2,263
359
– –
-7,167
360
– –
-4,593
361
– –
-4,794
362
– –
-7,271
363
– –
-9,829
364
– –
-9,579
365
– –
-7,525
366
– –
-9,131
367
– –
-3,310
368
– –
-3,311
369
– –
-10,220
370
– –
-4,341
11 12 13 14
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