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
251
$493K 0.08%
10,723
-7,452
252
$493K 0.08%
39,944
+650
253
$492K 0.08%
4,573
-234
254
$487K 0.08%
6,830
-99
255
$487K 0.08%
20,280
+8,593
256
$482K 0.08%
40,306
-673
257
$481K 0.08%
8,924
-434
258
$477K 0.08%
5,523
-685
259
$476K 0.08%
+4,426
260
$473K 0.08%
6,204
+32
261
$473K 0.08%
10,038
-879
262
$470K 0.08%
2,312
+395
263
$470K 0.08%
15,122
+3,200
264
$470K 0.08%
7,301
+1,082
265
$467K 0.08%
29,975
+1,388
266
$466K 0.08%
11,852
+2,410
267
$464K 0.08%
6,268
-378
268
$462K 0.08%
3,528
+777
269
$461K 0.08%
28,583
+1,800
270
$461K 0.08%
6,141
+813
271
$450K 0.07%
11,452
+12
272
$449K 0.07%
7,607
+1,516
273
$448K 0.07%
5,315
+879
274
$442K 0.07%
3,902
-125
275
$440K 0.07%
32,995
-10,384
9 10
11
12 13