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
$255M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.4M
3
+$1.05M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$743K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$709K

Top Sells

1
+$1.66M
2
+$699K
3
+$498K
4
FFTY icon
Innovator IBD 50 ETF
FFTY
+$395K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$368K

Sector Composition

1 Healthcare 6.73%
2 Consumer Staples 6.63%
3 Communication Services 6.02%
4 Technology 5.78%
5 Financials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.87%
22,781
+2,196
27
$2.12M 0.83%
38,024
+5,473
28
$2.09M 0.82%
19,447
-1,004
29
$2.07M 0.81%
18,163
+2,597
30
$1.96M 0.77%
35,134
+11,575
31
$1.95M 0.76%
38,053
+2,958
32
$1.94M 0.76%
+26,145
33
$1.91M 0.75%
47,793
+1,849
34
$1.89M 0.74%
14,558
-72
35
$1.88M 0.74%
57,578
-1,444
36
$1.83M 0.72%
18,013
+13
37
$1.75M 0.69%
20,707
+147
38
$1.69M 0.66%
16,526
-780
39
$1.65M 0.65%
49,442
+3,434
40
$1.6M 0.63%
127,003
+10,462
41
$1.58M 0.62%
25,422
+1,658
42
$1.52M 0.6%
7
43
$1.51M 0.59%
20,625
+445
44
$1.48M 0.58%
16,498
-619
45
$1.46M 0.57%
23,604
-52
46
$1.45M 0.57%
50,832
+3,556
47
$1.45M 0.57%
12,707
+5,540
48
$1.4M 0.55%
+39,346
49
$1.38M 0.54%
26,483
+8,899
50
$1.37M 0.54%
24,922
+1,386
1
2
3 4 5