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
101
$660K 0.28%
7,873
-2,607
102
$658K 0.28%
18,990
-59,726
103
$657K 0.28%
13,213
-4,044
104
$640K 0.27%
10,810
-10,378
105
$637K 0.27%
6,508
-5,614
106
$602K 0.26%
8,350
-951
107
$600K 0.26%
14,340
-700
108
$600K 0.26%
13,872
-12,001
109
$594K 0.26%
11,254
+162
110
$586K 0.25%
24,330
+5,853
111
$572K 0.25%
+39,820
112
$563K 0.24%
8,460
-4,060
113
$562K 0.24%
18,396
+2,240
114
$560K 0.24%
17,666
-33,166
115
$555K 0.24%
722
116
$552K 0.24%
6,228
-456
117
$549K 0.24%
4,347
+552
118
$548K 0.24%
35,587
+13,250
119
$538K 0.23%
6,700
-5,190
120
$537K 0.23%
5,509
-1,074
121
$533K 0.23%
53,006
-967
122
$530K 0.23%
4,866
-4,875
123
$530K 0.23%
5,000
124
$526K 0.23%
4,990
+1,815
125
$525K 0.23%
4,771
+2,457
3 4
5
6 7