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
276
$434K 0.07%
2,824
+193
277
$431K 0.07%
16,853
+3,748
278
$430K 0.07%
92,294
279
$428K 0.07%
6,707
-688
280
$426K 0.07%
53,512
-15,580
281
$420K 0.07%
6,178
-55
282
$417K 0.07%
15,501
+1,794
283
$416K 0.07%
6,665
-105
284
$415K 0.07%
3,991
-3,328
285
$409K 0.07%
22,167
+2,314
286
$408K 0.07%
6,501
+808
287
$405K 0.07%
4,260
-14
288
$405K 0.07%
5,003
-1,961
289
$404K 0.07%
13,052
-2,388
290
$404K 0.07%
15,872
291
$403K 0.07%
3,989
-43
292
$402K 0.07%
+14,375
293
$399K 0.07%
+49,950
294
$396K 0.06%
11,108
+84
295
$395K 0.06%
8,147
-122
296
$394K 0.06%
9,698
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297
$394K 0.06%
5,122
-19
298
$394K 0.06%
7,593
+200
299
$391K 0.06%
6,833
+639
300
$390K 0.06%
8,069
-306
10 11
12
13 14