Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
1
$7.8M 3.38%
37,914
-493
2
$6.58M 2.85%
61,829
+4,641
3
$5.09M 2.2%
45,949
+14,365
4
$4.98M 2.16%
182,744
+3,556
5
$4.74M 2.05%
159,899
+4,175
6
$4.51M 1.95%
45,243
-5,484
7
$4.02M 1.74%
48,830
+1,909
8
$3.9M 1.69%
25,617
-349
9
$3.43M 1.48%
115,343
+6,590
10
$3.21M 1.39%
30,389
+223
11
$3.16M 1.37%
29,245
+1,096
12
$3.14M 1.36%
25,950
+2,273
13
$3.1M 1.34%
31,320
-2,212
14
$3.02M 1.31%
56,922
+27,395
15
$2.96M 1.28%
66,451
-3,894
16
$2.91M 1.26%
76,506
+2,399
17
$2.78M 1.2%
33,055
+603
18
$2.77M 1.2%
24,941
+853
19
$2.69M 1.17%
152,430
-6,910
20
$2.69M 1.16%
32,194
+6,595
21
$2.29M 0.99%
45,970
+6,672
22
$2.27M 0.99%
36,293
+2,396
23
$2.24M 0.97%
20,451
-13,106
24
$2.1M 0.91%
22,047
+1,135
25
$2.04M 0.89%
20,585
-897
1
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