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
176
$346K 0.15%
18,600
+6,270
177
$346K 0.15%
7,007
+530
178
$345K 0.15%
35,025
-4,894
179
$343K 0.15%
+2,841
180
$343K 0.15%
+21,397
181
$342K 0.15%
5,358
-2,816
182
$338K 0.15%
5,295
-30
183
$331K 0.14%
11,190
+408
184
$324K 0.14%
7,734
-6,151
185
$321K 0.14%
8,735
+1,551
186
$317K 0.14%
+14,246
187
$314K 0.13%
12,338
-353
188
$308K 0.13%
+2,457
189
$305K 0.13%
3,678
-595
190
$305K 0.13%
8,157
+617
191
$303K 0.13%
11,906
+3,016
192
$300K 0.13%
7,226
-2,263
193
$300K 0.13%
6,366
+602
194
$298K 0.13%
2,557
-1,578
195
$296K 0.13%
+12,805
196
$296K 0.13%
7,442
-3,087
197
$296K 0.13%
11,170
-4,460
198
$293K 0.13%
3,625
-720
199
$289K 0.12%
34,500
+1,000
200
$286K 0.12%
+10,991
6 7
8
9 10