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
176
$335K 0.15%
7,646
+1,654
177
$328K 0.14%
+8,332
178
$328K 0.14%
6,744
+100
179
$327K 0.14%
5,996
-679
180
$327K 0.14%
7,292
+271
181
$326K 0.14%
2,967
-3,603
182
$323K 0.14%
7,111
+1,069
183
$321K 0.14%
6,634
+201
184
$320K 0.14%
10,720
+2,380
185
$319K 0.14%
4,285
-1,747
186
$316K 0.14%
2,407
-108
187
$315K 0.14%
17,400
-970
188
$313K 0.14%
12,228
-693
189
$313K 0.14%
4,085
+165
190
$309K 0.13%
1,629
-4,017
191
$308K 0.13%
15,400
-23,500
192
$308K 0.13%
6,267
193
$307K 0.13%
1,169
+216
194
$306K 0.13%
6,114
+575
195
$301K 0.13%
4,895
-1,528
196
$299K 0.13%
+20,060
197
$298K 0.13%
3,226
+92
198
$297K 0.13%
4,675
-2,128
199
$296K 0.13%
8,561
+121
200
$292K 0.13%
10,498
-372
6 7
8
9 10