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
201
$291K 0.13%
2,230
+67
202
$290K 0.13%
5,148
-56
203
$289K 0.13%
5,710
+1,458
204
$289K 0.13%
+2,620
205
$287K 0.12%
2,141
206
$285K 0.12%
8,302
+519
207
$283K 0.12%
2,650
+86
208
$280K 0.12%
22,035
+10,518
209
$276K 0.12%
10,893
+353
210
$276K 0.12%
7,706
+62
211
$275K 0.12%
10,293
-3,513
212
$270K 0.12%
16,830
-7,015
213
$267K 0.12%
6,015
+1,047
214
$262K 0.11%
6,379
-443
215
$262K 0.11%
+4,336
216
$259K 0.11%
+5,764
217
$258K 0.11%
1,879
-249
218
$258K 0.11%
+2,745
219
$257K 0.11%
18,687
+6,530
220
$252K 0.11%
11,749
+391
221
$252K 0.11%
+8,730
222
$250K 0.11%
+9,073
223
$249K 0.11%
+3,244
224
$248K 0.11%
17,144
-4,928
225
$246K 0.11%
6,092
-625
7 8
9
10 11