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
151
$397K 0.17%
8,442
-40
152
$396K 0.17%
7,696
-2,727
153
$395K 0.17%
3,859
+1,042
154
$394K 0.17%
27,468
+6,130
155
$393K 0.17%
7,447
-17,475
156
$390K 0.17%
4,913
-6,786
157
$386K 0.17%
8,452
-655
158
$386K 0.17%
11,341
+2,058
159
$385K 0.17%
8,050
+1,306
160
$380K 0.16%
3,125
-973
161
$380K 0.16%
2,342
-2,699
162
$380K 0.16%
4,706
-6,051
163
$377K 0.16%
7,534
-280
164
$373K 0.16%
5,468
-3,086
165
$372K 0.16%
2,927
-6,476
166
$370K 0.16%
11,190
-11,044
167
$369K 0.16%
15,255
-2,568
168
$368K 0.16%
15,647
+2,202
169
$366K 0.16%
+7,456
170
$365K 0.16%
12,032
+2,380
171
$360K 0.15%
3,761
172
$358K 0.15%
5,576
-4,972
173
$356K 0.15%
61,000
+20,000
174
$350K 0.15%
+3,696
175
$346K 0.15%
11,427
-462
5 6
7
8 9