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
76
$956K 0.37%
11,394
+1,563
77
$947K 0.37%
33,466
-2,142
78
$936K 0.37%
11,890
+1,441
79
$932K 0.37%
11,598
-96
80
$931K 0.36%
18,695
+1,470
81
$928K 0.36%
26,237
+4,696
82
$913K 0.36%
15,445
-1,244
83
$913K 0.36%
12,520
-823
84
$908K 0.36%
7,336
+161
85
$907K 0.36%
7,123
+507
86
$905K 0.35%
4,293
+471
87
$903K 0.35%
9,459
+1,931
88
$892K 0.35%
35,334
+6,178
89
$886K 0.35%
10,757
+614
90
$879K 0.34%
18,698
-2,982
91
$872K 0.34%
10,480
+667
92
$871K 0.34%
29,275
+5,375
93
$865K 0.34%
48,453
+32,050
94
$841K 0.33%
19,571
+5,454
95
$829K 0.32%
23,480
+6,300
96
$828K 0.32%
18,186
+255
97
$820K 0.32%
11,402
+2,031
98
$795K 0.31%
15,725
-257
99
$793K 0.31%
17,257
+386
100
$793K 0.31%
8,040
-260
2 3
4
5 6