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
51
$1.86M 0.51%
75,364
+21,673
52
$1.85M 0.51%
28,391
+6,873
53
$1.83M 0.5%
20,807
+1,988
54
$1.79M 0.5%
+114,052
55
$1.79M 0.5%
49,615
+3,326
56
$1.72M 0.47%
+108,852
57
$1.69M 0.47%
114,546
+86,828
58
$1.54M 0.43%
36,460
+6,480
59
$1.54M 0.42%
53,475
+6,870
60
$1.5M 0.41%
6
61
$1.47M 0.41%
16,179
-221
62
$1.46M 0.4%
125,481
+27,035
63
$1.45M 0.4%
34,223
+612
64
$1.45M 0.4%
14,215
+1,017
65
$1.45M 0.4%
6,094
+2,141
66
$1.44M 0.4%
26,602
+2,372
67
$1.43M 0.39%
15,667
+8,688
68
$1.43M 0.39%
15,694
+1,959
69
$1.41M 0.39%
35,432
+1,664
70
$1.4M 0.39%
12,394
-263
71
$1.39M 0.38%
29,005
-1,436
72
$1.39M 0.38%
17,382
+439
73
$1.38M 0.38%
24,018
+9,831
74
$1.38M 0.38%
12,642
-8,081
75
$1.37M 0.38%
52,804
-19,020
1 2
3
4 5