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
51
$1.2M 0.52%
11,449
-1,772
52
$1.15M 0.5%
83,931
+7,355
53
$1.12M 0.48%
35,608
-347
54
$1.11M 0.48%
27,646
-1,858
55
$1.08M 0.47%
11,725
+194
56
$1.07M 0.46%
12,509
+2,786
57
$1.05M 0.45%
13,344
+130
58
$1.04M 0.45%
7,217
+1,312
59
$1.03M 0.45%
20,422
+3,342
60
$1.01M 0.44%
+39,128
61
$978K 0.42%
13,343
-671
62
$956K 0.41%
76,381
+2,765
63
$947K 0.41%
9,232
+656
64
$940K 0.41%
21,680
-1,633
65
$931K 0.4%
92,446
+8,150
66
$925K 0.4%
16,689
-1,410
67
$918K 0.4%
11,694
+793
68
$902K 0.39%
41,666
+13,295
69
$890K 0.39%
21,992
-204
70
$880K 0.38%
6,616
+2,464
71
$872K 0.38%
17,584
+6,580
72
$854K 0.37%
7,175
+248
73
$834K 0.36%
17,225
+197
74
$833K 0.36%
8,300
+123
75
$829K 0.36%
16,272
-1,358
1 2
3
4 5