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
126
$584K 0.23%
11,879
+1,801
127
$582K 0.23%
8,174
+307
128
$577K 0.23%
10,775
-35
129
$575K 0.23%
6,583
+1,786
130
$573K 0.22%
722
+22
131
$572K 0.22%
3,767
-707
132
$560K 0.22%
62,364
133
$559K 0.22%
20,842
-5,775
134
$559K 0.22%
10,423
+238
135
$544K 0.21%
13,885
+823
136
$541K 0.21%
15,040
+4,320
137
$541K 0.21%
6,517
+1,285
138
$532K 0.21%
5,000
-237
139
$526K 0.21%
16,156
+4,016
140
$519K 0.2%
53,973
+6,710
141
$509K 0.2%
6,684
-599
142
$495K 0.19%
19,472
-1,208
143
$484K 0.19%
4,135
+150
144
$484K 0.19%
3,795
+220
145
$475K 0.19%
2,455
+826
146
$466K 0.18%
6,337
+162
147
$466K 0.18%
3,362
-91
148
$466K 0.18%
10,081
+2,435
149
$463K 0.18%
4,098
-15
150
$461K 0.18%
5,667
+1,382
4 5
6
7 8