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
$5.01B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,897
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$12.3M
3
+$10.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$10.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.28M

Top Sells

1
+$26.2M
2
+$24.1M
3
+$12.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$11.8M
5
META icon
Meta Platforms (Facebook)
META
+$10.2M

Sector Composition

1 Technology 4.89%
2 Healthcare 4.7%
3 Financials 3.92%
4 Consumer Discretionary 2.83%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.72M 0.09%
62,268
+13,825
227
$4.7M 0.09%
146,189
+12,294
228
$4.68M 0.09%
151,488
-2,797
229
$4.66M 0.09%
55,722
-26,642
230
$4.65M 0.09%
22,315
-13,710
231
$4.65M 0.09%
72,109
+3,822
232
$4.62M 0.09%
8,403
-884
233
$4.6M 0.09%
326,106
+6,450
234
$4.45M 0.09%
65,060
+17,550
235
$4.44M 0.09%
944,090
-33,430
236
$4.42M 0.09%
102,029
+37,265
237
$4.41M 0.09%
116,848
+2,491
238
$4.39M 0.09%
147,538
+65,625
239
$4.38M 0.09%
57,861
+7,439
240
$4.37M 0.09%
87,452
+11,624
241
$4.37M 0.09%
86,883
-1,020
242
$4.34M 0.09%
133,462
+6,962
243
$4.33M 0.09%
+184,350
244
$4.32M 0.09%
21,339
-1,285
245
$4.3M 0.09%
70,394
-20,376
246
$4.26M 0.09%
134,981
-1,105
247
$4.24M 0.08%
130,308
+120,971
248
$4.23M 0.08%
103,561
-1,383
249
$4.21M 0.08%
52,573
-151
250
$4.2M 0.08%
35,380
-26,515
8 9
10
11 12