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
101
$688K 0.3%
23,900
+940
102
$685K 0.3%
26,617
+84
103
$670K 0.29%
23,835
-4,223
104
$664K 0.29%
4,691
+766
105
$659K 0.29%
17,180
+2,640
106
$657K 0.28%
21,534
-406
107
$645K 0.28%
16,514
+3,023
108
$643K 0.28%
9,288
+2,642
109
$633K 0.27%
9,371
+360
110
$629K 0.27%
9,452
-1,558
111
$616K 0.27%
10,278
+3,571
112
$614K 0.27%
14,117
-12,336
113
$598K 0.26%
23,240
+8,881
114
$588K 0.25%
4,326
+400
115
$588K 0.25%
12,073
+5,031
116
$581K 0.25%
4,474
-260
117
$573K 0.25%
13,894
+1,070
118
$570K 0.25%
13,566
+303
119
$564K 0.24%
62,364
-747
120
$560K 0.24%
6,987
+215
121
$560K 0.24%
7,283
+3,844
122
$558K 0.24%
700
123
$556K 0.24%
+5,237
124
$553K 0.24%
10,810
-21
125
$545K 0.24%
13,062
+1,773
3 4
5
6 7