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
151
$391K 0.17%
6,287
+2,294
152
$390K 0.17%
17,360
+240
153
$390K 0.17%
17,067
+2,247
154
$386K 0.17%
4,438
-1,014
155
$384K 0.17%
7,006
+3,284
156
$384K 0.17%
4,797
+283
157
$383K 0.17%
37,560
+2,010
158
$381K 0.17%
7,222
+348
159
$379K 0.16%
2,726
-13
160
$378K 0.16%
4,743
+16
161
$373K 0.16%
16,401
+623
162
$373K 0.16%
7,205
+123
163
$369K 0.16%
4,980
+978
164
$368K 0.16%
+4,308
165
$366K 0.16%
7,561
+173
166
$364K 0.16%
9,082
+385
167
$360K 0.16%
12,140
+1,684
168
$360K 0.16%
9,234
+3,402
169
$359K 0.16%
+7,114
170
$357K 0.15%
5,633
-57
171
$348K 0.15%
10,882
-1,970
172
$344K 0.15%
11,982
+714
173
$343K 0.15%
3,761
-856
174
$343K 0.15%
3,617
-554
175
$339K 0.15%
3,932
-75
5 6
7
8 9