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
$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
1
$7.09M 3.05%
63,068
+969
2
$6.25M 2.68%
55,588
+3,355
3
$5.49M 2.36%
52,696
+10,355
4
$4.65M 2%
164,144
-47,100
5
$4.32M 1.86%
49,671
+3,132
6
$3.75M 1.61%
122,618
-39,323
7
$3.53M 1.52%
31,306
+18,599
8
$3.46M 1.49%
32,769
-182
9
$3.37M 1.45%
15,589
-14,385
10
$3.34M 1.43%
25,801
+2,020
11
$3.28M 1.41%
95,426
+1,145
12
$3.27M 1.41%
29,934
-684
13
$3.16M 1.36%
57,110
+5,139
14
$3.06M 1.32%
21,568
-4,820
15
$2.88M 1.24%
33,017
+1,724
16
$2.78M 1.2%
22,811
+740
17
$2.77M 1.19%
23,411
-8,019
18
$2.62M 1.13%
40,638
+25,506
19
$2.58M 1.11%
49,352
-1,027
20
$2.57M 1.1%
136,820
+335
21
$2.34M 1.01%
28,999
-3,128
22
$2.31M 0.99%
49,332
-12,762
23
$2.3M 0.99%
37,080
+29,482
24
$2.25M 0.97%
25,860
-9,268
25
$2.05M 0.88%
34,630
-504
1
2 3 4 5