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
201
$284K 0.12%
12,296
+591
202
$284K 0.12%
2,071
+601
203
$283K 0.12%
5,931
-393
204
$282K 0.12%
+5,355
205
$281K 0.12%
5,459
206
$281K 0.12%
18,450
+2,745
207
$281K 0.12%
1,407
-1,048
208
$279K 0.12%
+1,984
209
$278K 0.12%
1,883
-1,099
210
$275K 0.12%
+5,459
211
$274K 0.12%
+18,787
212
$274K 0.12%
+11,847
213
$271K 0.12%
14,270
+3,890
214
$269K 0.12%
6,068
-12,118
215
$257K 0.11%
+3,809
216
$256K 0.11%
4,956
+1,185
217
$254K 0.11%
1,521
-3,479
218
$254K 0.11%
+5,041
219
$253K 0.11%
+3,655
220
$252K 0.11%
+2,261
221
$249K 0.11%
1,862
-1,508
222
$248K 0.11%
5,483
-949
223
$248K 0.11%
1,158
224
$247K 0.11%
3,653
-462
225
$246K 0.11%
+1,575
7 8
9
10 11