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
51
$1.26M 0.54%
93,787
+15,281
52
$1.24M 0.53%
13,327
-653
53
$1.23M 0.53%
28,228
+4,968
54
$1.18M 0.51%
18,607
-18,674
55
$1.16M 0.5%
13,774
+2,380
56
$1.12M 0.48%
28,060
+4,580
57
$1.09M 0.47%
17,237
-6,367
58
$1.08M 0.46%
12,813
-1,935
59
$1.06M 0.45%
45,965
-748
60
$1.03M 0.44%
11,515
-9,192
61
$1.03M 0.44%
12,348
+750
62
$1.01M 0.43%
7,327
+447
63
$1.01M 0.43%
26,791
+554
64
$997K 0.43%
6,916
+215
65
$991K 0.43%
23,398
-6,387
66
$976K 0.42%
80,812
-46,191
67
$974K 0.42%
92,534
-2,792
68
$950K 0.41%
8,553
+1,190
69
$949K 0.41%
11,080
+3,629
70
$944K 0.41%
6,215
-444
71
$943K 0.41%
7,147
-189
72
$936K 0.4%
20,591
+3,803
73
$930K 0.4%
28,873
-20,569
74
$883K 0.38%
9,107
-8,906
75
$864K 0.37%
16,002
+3,889
1 2
3
4 5