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
176
$383K 0.15%
4,861
-119
177
$381K 0.15%
9,820
+586
178
$378K 0.15%
5,923
-73
179
$377K 0.15%
7,010
-104
180
$376K 0.15%
10,529
-5,743
181
$375K 0.15%
5,795
+1,120
182
$374K 0.15%
7,426
+1,716
183
$368K 0.14%
+3,773
184
$367K 0.14%
3,243
+17
185
$366K 0.14%
1,346
+177
186
$366K 0.14%
25,901
+3,866
187
$365K 0.14%
4,144
+212
188
$356K 0.14%
+39,919
189
$352K 0.14%
11,889
-93
190
$352K 0.14%
7,332
+40
191
$350K 0.14%
3,098
+131
192
$350K 0.14%
3,761
193
$346K 0.14%
4,345
-93
194
$344K 0.13%
22,337
+3,650
195
$343K 0.13%
5,325
-308
196
$333K 0.13%
11,466
+584
197
$333K 0.13%
13,445
+1,696
198
$330K 0.13%
8,482
+150
199
$326K 0.13%
+262
200
$323K 0.13%
+1,470
6 7
8
9 10