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
251
$4.18M 0.08%
95,632
-9,225
252
$4.16M 0.08%
103,606
-10,296
253
$4.14M 0.08%
115,615
+2,120
254
$4.14M 0.08%
40,736
-527
255
$4.14M 0.08%
57,622
-23,667
256
$4.13M 0.08%
484,137
-3,119
257
$4.07M 0.08%
84,903
-4,517
258
$4.07M 0.08%
163,432
-8,215
259
$4.04M 0.08%
19,040
-2,818
260
$4.03M 0.08%
242,233
-8,058
261
$4.01M 0.08%
60,217
+2,481
262
$4.01M 0.08%
63,582
+5,900
263
$3.99M 0.08%
105,804
-19,561
264
$3.98M 0.08%
26,814
+108
265
$3.97M 0.08%
46,171
-19,115
266
$3.97M 0.08%
131,103
+99,395
267
$3.92M 0.08%
181,510
+1,784
268
$3.88M 0.08%
63,921
-5,787
269
$3.88M 0.08%
77,652
-5,589
270
$3.88M 0.08%
36,262
-7,040
271
$3.87M 0.08%
14,069
-4,254
272
$3.87M 0.08%
62,718
-4,364
273
$3.84M 0.08%
39,560
-1,000
274
$3.8M 0.08%
44,312
-4,385
275
$3.79M 0.08%
310,267
+257,379
9 10
11
12 13