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
126
$528K 0.23%
9,668
+4,870
127
$524K 0.23%
10,185
+431
128
$517K 0.22%
10,186
+2,100
129
$513K 0.22%
4,303
+120
130
$509K 0.22%
4,978
+462
131
$500K 0.22%
+20,590
132
$498K 0.22%
7,867
+187
133
$498K 0.22%
+20,680
134
$498K 0.22%
26,967
-4,564
135
$498K 0.22%
46,801
-15,038
136
$494K 0.21%
7,734
+1,160
137
$493K 0.21%
+10,078
138
$490K 0.21%
6,017
-3,277
139
$473K 0.2%
4,113
+275
140
$457K 0.2%
+3,985
141
$450K 0.19%
3,575
+285
142
$445K 0.19%
3,630
+387
143
$441K 0.19%
5,232
-118
144
$435K 0.19%
3,453
+14
145
$434K 0.19%
6,175
+268
146
$433K 0.19%
47,263
147
$430K 0.19%
8,507
-4,873
148
$413K 0.18%
30,825
+15,822
149
$413K 0.18%
30,907
+9,023
150
$395K 0.17%
18,801
-2,419
4 5
6
7 8