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
26
$2.66M 0.73%
77,705
+33,385
27
$2.6M 0.72%
24,180
+480
28
$2.6M 0.72%
21,454
+2,233
29
$2.56M 0.71%
54,768
+16,160
30
$2.56M 0.71%
49,609
+968
31
$2.52M 0.7%
86,910
+18,850
32
$2.51M 0.69%
36,305
+11,719
33
$2.51M 0.69%
56,580
+4,320
34
$2.43M 0.67%
34,092
+1,944
35
$2.4M 0.66%
27,224
+3,970
36
$2.38M 0.66%
21,058
+526
37
$2.38M 0.66%
38,153
+2,483
38
$2.37M 0.66%
29,304
-2,264
39
$2.37M 0.65%
17,204
+3,150
40
$2.35M 0.65%
60,463
+9,569
41
$2.32M 0.64%
42,841
-198
42
$2.32M 0.64%
16,347
+622
43
$2.3M 0.64%
34,894
+3,684
44
$2.19M 0.6%
13,138
+5,958
45
$2.18M 0.6%
19,242
+997
46
$2.12M 0.58%
38,848
+20,660
47
$2.11M 0.58%
44,230
+1,669
48
$1.96M 0.54%
21,854
+261
49
$1.96M 0.54%
124,720
+8,862
50
$1.86M 0.51%
15,173
+3,015
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