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
51
$1.35M 0.53%
29,785
+551
52
$1.3M 0.51%
10,825
+436
53
$1.29M 0.51%
9,403
-21
54
$1.28M 0.5%
11,182
-889
55
$1.25M 0.49%
46,504
+23,264
56
$1.25M 0.49%
13,980
-1,147
57
$1.25M 0.49%
88,708
+4,777
58
$1.24M 0.49%
14,748
+5,374
59
$1.18M 0.46%
13,402
+58
60
$1.17M 0.46%
43,672
+13,148
61
$1.17M 0.46%
21,188
+766
62
$1.17M 0.46%
48,847
+9,719
63
$1.16M 0.45%
12,122
-387
64
$1.13M 0.44%
13,348
+3,735
65
$1.12M 0.44%
25,873
-1,773
66
$1.04M 0.41%
78,506
+2,125
67
$1.04M 0.41%
46,713
+5,047
68
$1.03M 0.4%
9,741
+509
69
$989K 0.39%
23,260
+1,268
70
$977K 0.38%
15,132
+11,504
71
$973K 0.38%
11,699
-26
72
$968K 0.38%
6,659
-558
73
$966K 0.38%
6,701
+2,010
74
$962K 0.38%
95,326
+2,880
75
$957K 0.37%
6,880
+4,650
1 2
3
4 5