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
176
$545K 0.15%
5,062
+2,135
177
$544K 0.15%
7,919
-2,606
178
$542K 0.15%
+11,148
179
$537K 0.15%
22,796
+1,055
180
$536K 0.15%
40,262
+21,475
181
$533K 0.15%
11,969
+618
182
$532K 0.15%
12,014
-3,620
183
$528K 0.15%
5,000
184
$525K 0.14%
3,205
+852
185
$522K 0.14%
722
-15
186
$520K 0.14%
4,332
+691
187
$520K 0.14%
4,869
+550
188
$515K 0.14%
4,881
+73
189
$513K 0.14%
9,731
-2,352
190
$508K 0.14%
4,126
-248
191
$507K 0.14%
8,803
+369
192
$505K 0.14%
8,988
+441
193
$503K 0.14%
3,108
-6
194
$499K 0.14%
4,682
+887
195
$498K 0.14%
11,542
+371
196
$496K 0.14%
2,527
+894
197
$496K 0.14%
7,762
+1,171
198
$494K 0.14%
12,531
+1,777
199
$489K 0.14%
6,236
+748
200
$486K 0.13%
5,958
+1,226
6 7
8
9 10