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
151
$643K 0.18%
2,410
+321
152
$642K 0.18%
25,587
-26,373
153
$636K 0.18%
6,530
-23
154
$633K 0.17%
6,834
+737
155
$633K 0.17%
27,820
+1,075
156
$631K 0.17%
4,802
+852
157
$629K 0.17%
+6,447
158
$628K 0.17%
19,588
+1,128
159
$625K 0.17%
+5,137
160
$619K 0.17%
4,474
+76
161
$616K 0.17%
+10,993
162
$612K 0.17%
14,053
+1,105
163
$602K 0.17%
11,450
-1,760
164
$602K 0.17%
8,836
-160
165
$601K 0.17%
12,234
+459
166
$595K 0.16%
3,682
+796
167
$588K 0.16%
4,820
+444
168
$582K 0.16%
7,014
+448
169
$581K 0.16%
16,249
+5,781
170
$569K 0.16%
5,060
+1,181
171
$566K 0.16%
8,613
-115
172
$565K 0.16%
+10,298
173
$563K 0.16%
10,872
174
$556K 0.15%
6,611
-313
175
$548K 0.15%
6,733
-975
5 6
7
8 9