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
76
$862K 0.37%
14,182
-1,263
77
$853K 0.37%
14,056
+1,011
78
$845K 0.36%
55,980
+26,725
79
$839K 0.36%
31,170
-4,164
80
$821K 0.35%
45,269
-3,184
81
$812K 0.35%
9,096
-4,306
82
$791K 0.34%
6,407
+823
83
$778K 0.33%
5,669
+210
84
$773K 0.33%
10,740
-662
85
$768K 0.33%
9,527
+97
86
$763K 0.33%
15,072
-3,623
87
$758K 0.33%
5,904
-1,219
88
$744K 0.32%
27,416
+6,574
89
$740K 0.32%
13,202
-530
90
$733K 0.31%
16,173
+6,092
91
$723K 0.31%
13,038
+5,352
92
$717K 0.31%
13,305
-7,320
93
$712K 0.31%
3,273
-1,020
94
$712K 0.31%
14,570
+2,691
95
$709K 0.3%
7,981
-1,478
96
$708K 0.3%
13,339
-2,386
97
$690K 0.3%
27,934
+3,329
98
$686K 0.29%
12,777
+1,397
99
$676K 0.29%
6,123
+573
100
$668K 0.29%
15,070
+505
2 3
4
5 6