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
201
$322K 0.13%
10,782
-111
202
$318K 0.12%
17,435
+35
203
$318K 0.12%
6,477
+210
204
$317K 0.12%
4,273
+188
205
$316K 0.12%
12,691
+3,216
206
$316K 0.12%
2,328
-79
207
$315K 0.12%
5,005
+110
208
$312K 0.12%
11,997
-231
209
$310K 0.12%
6,656
+2,055
210
$308K 0.12%
8,979
+677
211
$302K 0.12%
2,725
+75
212
$300K 0.12%
2,285
+144
213
$300K 0.12%
8,069
-492
214
$298K 0.12%
4,470
+532
215
$296K 0.12%
1,207
+216
216
$296K 0.12%
7,415
-6,151
217
$292K 0.11%
6,744
+729
218
$288K 0.11%
+4,221
219
$288K 0.11%
21,338
+5,564
220
$287K 0.11%
3,584
+340
221
$286K 0.11%
+14,206
222
$284K 0.11%
6,324
-55
223
$283K 0.11%
9,652
+1,592
224
$283K 0.11%
+4,115
225
$278K 0.11%
+6,606
7 8
9
10 11