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
$613M
AUM Growth
-$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$3.28M
3
+$2.95M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.64M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.45M

Top Sells

1
+$3.15M
2
+$2.09M
3
+$2.04M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.92M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.86M

Sector Composition

1 Technology 5.67%
2 Financials 3.93%
3 Healthcare 3.8%
4 Industrials 3.67%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$569K 0.09%
20,889
-3,890
227
$553K 0.09%
9,248
-1,465
228
$553K 0.09%
9,175
-1,461
229
$551K 0.09%
6,348
-1,880
230
$548K 0.09%
16,749
+3,313
231
$545K 0.09%
44,189
-2,092
232
$542K 0.09%
2,320
+421
233
$533K 0.09%
20,762
+541
234
$531K 0.09%
18,146
+5,711
235
$528K 0.09%
10,102
236
$527K 0.09%
+26,183
237
$527K 0.09%
33,720
-8,259
238
$523K 0.09%
24,632
-1,469
239
$523K 0.09%
3,133
+929
240
$520K 0.08%
10,824
-1,802
241
$514K 0.08%
10,505
-906
242
$513K 0.08%
7,169
+4
243
$513K 0.08%
11,624
+2,154
244
$510K 0.08%
8,378
+2,164
245
$509K 0.08%
3,206
+657
246
$507K 0.08%
5,842
+800
247
$505K 0.08%
14,264
248
$496K 0.08%
23,979
+777
249
$495K 0.08%
26,967
+14,025
250
$493K 0.08%
15,313
+121
8 9
10
11 12