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
151
$459K 0.18%
8,554
+1,349
152
$456K 0.18%
31,747
+840
153
$453K 0.18%
8,933
+426
154
$451K 0.18%
49,580
+12,020
155
$449K 0.18%
18,387
-5,448
156
$448K 0.18%
18,477
+1,410
157
$446K 0.17%
29,255
+9,195
158
$442K 0.17%
7,598
+2,450
159
$442K 0.17%
22,848
-4,119
160
$441K 0.17%
3,370
-260
161
$439K 0.17%
2,982
+256
162
$433K 0.17%
15,630
+230
163
$433K 0.17%
7,814
+253
164
$430K 0.17%
9,107
+1,996
165
$430K 0.17%
3,365
-938
166
$427K 0.17%
32,411
+1,586
167
$427K 0.17%
8,357
+623
168
$426K 0.17%
7,686
+680
169
$413K 0.16%
17,823
+1,422
170
$411K 0.16%
4,154
+537
171
$405K 0.16%
5,902
-385
172
$404K 0.16%
9,489
+407
173
$404K 0.16%
7,297
+75
174
$398K 0.16%
8,492
+1,748
175
$391K 0.15%
4,962
+219
5 6
7
8 9