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
$231M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.45M
3
+$1.01M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$806K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$800K

Top Sells

1
+$1.73M
2
+$1.43M
3
+$762K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$667K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$609K

Sector Composition

1 Consumer Staples 6.82%
2 Healthcare 6.49%
3 Technology 6.34%
4 Communication Services 5.59%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.84%
35,095
+4,787
27
$1.93M 0.84%
23,956
+3,077
28
$1.91M 0.83%
59,022
-2,053
29
$1.86M 0.81%
14,630
-729
30
$1.79M 0.78%
45,944
+3,544
31
$1.77M 0.77%
15,566
-915
32
$1.77M 0.77%
18,000
+436
33
$1.76M 0.76%
32,551
+2,340
34
$1.75M 0.76%
17,306
-41
35
$1.69M 0.73%
20,560
+1,890
36
$1.58M 0.68%
116,541
+574
37
$1.49M 0.65%
7
+2
38
$1.49M 0.64%
17,117
-1,146
39
$1.45M 0.63%
23,536
-1,424
40
$1.41M 0.61%
23,764
+5,043
41
$1.35M 0.59%
23,656
+1,052
42
$1.35M 0.59%
29,234
+2,422
43
$1.35M 0.58%
47,276
+963
44
$1.34M 0.58%
23,559
-3,650
45
$1.33M 0.58%
12,071
-511
46
$1.33M 0.57%
15,127
+131
47
$1.31M 0.57%
10,389
+449
48
$1.29M 0.56%
20,180
+1,315
49
$1.29M 0.56%
46,008
+1,955
50
$1.27M 0.55%
9,424
+317
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2
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