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
76
$824K 0.36%
7,999
-287
77
$806K 0.35%
+30,524
78
$800K 0.35%
+7,167
79
$793K 0.34%
9,813
+166
80
$792K 0.34%
9,613
+356
81
$791K 0.34%
10,143
+788
82
$791K 0.34%
15,982
+890
83
$788K 0.34%
3,822
-90
84
$785K 0.34%
9,831
+401
85
$780K 0.34%
4,976
-13
86
$779K 0.34%
7,528
+513
87
$775K 0.34%
9,374
-4,120
88
$775K 0.34%
6,512
-784
89
$767K 0.33%
13,301
+624
90
$759K 0.33%
16,871
-771
91
$757K 0.33%
29,156
+4,236
92
$756K 0.33%
10,449
+770
93
$742K 0.32%
21,541
+3,785
94
$729K 0.32%
17,725
+251
95
$726K 0.31%
17,832
-2,348
96
$720K 0.31%
17,931
+1,820
97
$710K 0.31%
9,838
+206
98
$702K 0.3%
8,715
+120
99
$698K 0.3%
13,234
+622
100
$694K 0.3%
4,634
+156
2 3
4
5 6