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
$233M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.87M
3
+$1.83M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.67M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.65M

Top Sells

1
+$3.11M
2
+$2.07M
3
+$1.94M
4
TFC icon
Truist Financial
TFC
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.33M

Sector Composition

1 Communication Services 5.39%
2 Industrials 5.2%
3 Healthcare 4.62%
4 Technology 4.56%
5 Financials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.87%
19,666
-3,243
27
$2.01M 0.86%
53,502
+44,523
28
$2.01M 0.86%
16,879
-2,568
29
$2M 0.86%
15,922
+12,557
30
$2M 0.86%
15,606
-2,557
31
$1.95M 0.84%
22,350
+9,002
32
$1.92M 0.82%
48,420
+627
33
$1.88M 0.81%
36,145
-1,879
34
$1.87M 0.8%
+38,414
35
$1.85M 0.8%
14,084
-474
36
$1.77M 0.76%
19,017
-3,764
37
$1.76M 0.76%
65,099
+18,595
38
$1.75M 0.75%
16,419
-107
39
$1.67M 0.72%
44,314
-13,264
40
$1.67M 0.72%
14,971
-6,313
41
$1.66M 0.71%
61,910
+18,238
42
$1.63M 0.7%
18,176
+1,678
43
$1.51M 0.65%
7
44
$1.48M 0.64%
101,474
+12,766
45
$1.48M 0.63%
47,730
+18,455
46
$1.46M 0.63%
59,483
+10,636
47
$1.42M 0.61%
11,501
+319
48
$1.36M 0.59%
20,569
-4,853
49
$1.33M 0.57%
23,098
-14,955
50
$1.29M 0.55%
26,194
-289
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