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
126
$777K 0.21%
9,298
+3,659
127
$769K 0.21%
13,266
+96
128
$762K 0.21%
6,394
+767
129
$739K 0.2%
3,412
+1,479
130
$733K 0.2%
9,387
+135
131
$711K 0.2%
14,322
+532
132
$710K 0.2%
11,475
-404
133
$699K 0.19%
9,898
+1,244
134
$696K 0.19%
11,048
-2,388
135
$694K 0.19%
10,432
+3,191
136
$694K 0.19%
11,747
+1,654
137
$693K 0.19%
10,498
+2,352
138
$692K 0.19%
12,354
-3,257
139
$692K 0.19%
29,086
+11,429
140
$680K 0.19%
46,030
+2,540
141
$680K 0.19%
11,998
+3,930
142
$676K 0.19%
12,075
+3,007
143
$675K 0.19%
17,729
+7,119
144
$673K 0.19%
5,926
+896
145
$663K 0.18%
8,352
-1,302
146
$659K 0.18%
13,270
+4,618
147
$658K 0.18%
10,379
+1,131
148
$656K 0.18%
8,306
+683
149
$652K 0.18%
11,938
-843
150
$648K 0.18%
6,086
+66
4 5
6
7 8