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
101
$1.03M 0.28%
25,418
+19,704
102
$1.02M 0.28%
9,801
+2,729
103
$1.01M 0.28%
19,311
-2,116
104
$1M 0.28%
101,374
-850
105
$994K 0.27%
4,162
-2,296
106
$967K 0.27%
23,320
+6,980
107
$958K 0.26%
15,674
-10,328
108
$957K 0.26%
40,670
+4,387
109
$950K 0.26%
29,998
+1,280
110
$925K 0.26%
13,172
+1,271
111
$923K 0.25%
30,837
+2,730
112
$917K 0.25%
27,892
+5,536
113
$914K 0.25%
3,993
+937
114
$909K 0.25%
7,949
+1,386
115
$906K 0.25%
20,421
+6,370
116
$870K 0.24%
7,195
+4,063
117
$863K 0.24%
17,343
+2,927
118
$848K 0.23%
51,183
+7,638
119
$843K 0.23%
8,059
-9,620
120
$835K 0.23%
15,637
+4,307
121
$822K 0.23%
24,337
-247
122
$820K 0.23%
7,747
+1,389
123
$798K 0.22%
8,867
+499
124
$787K 0.22%
49,182
+2,330
125
$778K 0.21%
6,944
-191
3 4
5
6 7