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
126
$516K 0.22%
3,490
+1,162
127
$513K 0.22%
32,602
+191
128
$511K 0.22%
4,385
-6,440
129
$509K 0.22%
6,478
+1,617
130
$507K 0.22%
12,869
-5,773
131
$495K 0.21%
11,609
-4,652
132
$488K 0.21%
12,540
-7,300
133
$481K 0.21%
12,253
-5,232
134
$475K 0.2%
6,706
+804
135
$474K 0.2%
25,227
+2,379
136
$472K 0.2%
8,635
+1,209
137
$467K 0.2%
1,663
+317
138
$459K 0.2%
9,848
-8,850
139
$457K 0.2%
27,586
+16,401
140
$448K 0.19%
8,833
-100
141
$444K 0.19%
5,434
-4,482
142
$440K 0.19%
44,690
-4,890
143
$437K 0.19%
4,521
+367
144
$436K 0.19%
6,839
+916
145
$435K 0.19%
3,399
+301
146
$435K 0.19%
2,607
+1,235
147
$433K 0.19%
4,951
+807
148
$421K 0.18%
3,596
+1,527
149
$410K 0.18%
5,075
-1,442
150
$402K 0.17%
1,670
+463
4 5
6
7 8