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
$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
1
$6.65M 2.61%
62,099
+270
2
$6.27M 2.46%
29,974
-7,940
3
$5.89M 2.31%
52,233
+6,284
4
$5.29M 2.07%
161,941
+2,042
5
$5.05M 1.98%
211,244
+28,500
6
$4.25M 1.67%
42,341
-2,902
7
$3.98M 1.56%
26,388
+771
8
$3.95M 1.55%
46,539
-2,291
9
$3.81M 1.49%
31,430
+2,185
10
$3.4M 1.33%
32,951
+1,631
11
$3.3M 1.29%
30,618
+229
12
$3.29M 1.29%
35,128
+2,934
13
$3.13M 1.23%
94,281
-21,062
14
$2.97M 1.17%
78,716
+2,210
15
$2.95M 1.15%
23,781
-2,169
16
$2.8M 1.1%
62,094
-4,357
17
$2.78M 1.09%
31,293
-1,762
18
$2.7M 1.06%
51,971
-4,951
19
$2.6M 1.02%
32,127
+8,171
20
$2.57M 1.01%
37,281
+988
21
$2.56M 1%
22,071
-2,870
22
$2.47M 0.97%
136,485
-15,945
23
$2.44M 0.95%
50,379
+4,409
24
$2.4M 0.94%
22,909
+862
25
$2.28M 0.89%
21,284
+9,835
1
2 3 4 5