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
201
$480K 0.13%
8,824
+2,428
202
$477K 0.13%
11,682
+3,024
203
$472K 0.13%
3,129
+100
204
$472K 0.13%
12,758
+1,027
205
$464K 0.13%
48,759
+632
206
$461K 0.13%
19,230
+8,891
207
$460K 0.13%
5,195
+146
208
$458K 0.13%
2,447
+547
209
$455K 0.13%
3,486
-2,455
210
$445K 0.12%
4,825
-691
211
$444K 0.12%
5,309
-391
212
$444K 0.12%
3,144
-50
213
$443K 0.12%
15,990
-1,239
214
$440K 0.12%
5,667
-154
215
$440K 0.12%
19,312
+1,004
216
$435K 0.12%
13,350
-126
217
$435K 0.12%
8,266
+296
218
$434K 0.12%
11,463
-1,403
219
$431K 0.12%
8,536
+4,109
220
$431K 0.12%
8,117
+4,284
221
$428K 0.12%
21,775
-10
222
$427K 0.12%
4,338
+1,215
223
$424K 0.12%
3,233
+875
224
$423K 0.12%
2,567
+172
225
$415K 0.11%
6,134
+1,521
7 8
9
10 11