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
76
$1.36M 0.38%
15,804
-1,427
77
$1.36M 0.38%
26,506
+3,231
78
$1.35M 0.37%
101,178
-1,113
79
$1.34M 0.37%
9,544
+652
80
$1.33M 0.37%
9,115
+1,104
81
$1.32M 0.37%
21,908
+2,350
82
$1.26M 0.35%
39,058
+3,666
83
$1.26M 0.35%
52,665
+8,472
84
$1.25M 0.34%
83,650
+38,816
85
$1.25M 0.34%
51,848
-21,355
86
$1.23M 0.34%
18,870
+328
87
$1.22M 0.34%
3,904
+1,632
88
$1.21M 0.33%
9,321
-839
89
$1.18M 0.33%
10,557
+1,330
90
$1.18M 0.32%
9,945
+2,050
91
$1.15M 0.32%
23,256
+9,101
92
$1.15M 0.32%
22,888
+5,711
93
$1.15M 0.32%
36,564
+7,445
94
$1.13M 0.31%
6,744
-172
95
$1.1M 0.3%
29,412
+793
96
$1.07M 0.3%
44,784
-3,237
97
$1.06M 0.29%
22,521
+9,597
98
$1.05M 0.29%
14,079
+1,737
99
$1.04M 0.29%
17,636
-489
100
$1.03M 0.29%
59,619
+6,150
2 3
4
5 6