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
$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
1
$11.8M 3.26%
96,977
+13,360
2
$9.42M 2.6%
82,658
+21,543
3
$7M 1.93%
73,466
+4,622
4
$6.56M 1.81%
27,794
-8,256
5
$5.97M 1.65%
166,756
-6,360
6
$5.6M 1.55%
51,622
+6,543
7
$5.2M 1.44%
45,266
+3,621
8
$5.07M 1.4%
+237,479
9
$4.88M 1.35%
84,214
+12,743
10
$4.82M 1.33%
36,337
-3,285
11
$4.79M 1.32%
34,413
+2,583
12
$4.71M 1.3%
33,029
+3,480
13
$4.57M 1.26%
145,848
+1,022
14
$4.53M 1.25%
54,890
+9,285
15
$4.03M 1.11%
32,462
+1,828
16
$3.68M 1.02%
27,552
+3,089
17
$3.58M 0.99%
40,663
+16,335
18
$3.29M 0.91%
160,560
+11,295
19
$3.23M 0.89%
30,083
+146
20
$3.06M 0.84%
89,195
-5,035
21
$2.97M 0.82%
37,216
+5,409
22
$2.96M 0.82%
127,303
+56,063
23
$2.71M 0.75%
33,156
+5,778
24
$2.71M 0.75%
55,345
+1,004
25
$2.67M 0.74%
15,081
+782
1
2 3 4 5