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
101
$788K 0.31%
7,363
-636
102
$783K 0.31%
9,087
+372
103
$769K 0.3%
5,459
+1,133
104
$765K 0.3%
13,732
+4,064
105
$761K 0.3%
9,430
+2,443
106
$759K 0.3%
5,000
+366
107
$756K 0.3%
13,045
-256
108
$749K 0.29%
5,041
+65
109
$739K 0.29%
10,548
+1,096
110
$729K 0.29%
22,234
+700
111
$719K 0.28%
17,485
-240
112
$707K 0.28%
9,916
+78
113
$703K 0.28%
16,788
+2,894
114
$695K 0.27%
12,113
+1,835
115
$691K 0.27%
14,565
+2,492
116
$688K 0.27%
5,584
-928
117
$685K 0.27%
+19,840
118
$663K 0.26%
18,642
+2,128
119
$663K 0.26%
9,301
+13
120
$650K 0.25%
16,261
-1,571
121
$636K 0.25%
7,451
+1,434
122
$616K 0.24%
11,380
+1,194
123
$592K 0.23%
24,605
+4,015
124
$589K 0.23%
11,092
-2,142
125
$585K 0.23%
5,550
+572
3 4
5
6 7