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
276
$3.78M 0.08%
101,430
-27,276
277
$3.77M 0.08%
83,017
+5,579
278
$3.76M 0.08%
33,430
-2,925
279
$3.75M 0.07%
24,227
-3,471
280
$3.75M 0.07%
14,557
-915
281
$3.75M 0.07%
73,310
+46,350
282
$3.74M 0.07%
45,647
-54,062
283
$3.72M 0.07%
89,321
-72,341
284
$3.72M 0.07%
157,890
-198,860
285
$3.69M 0.07%
129,144
+2,488
286
$3.69M 0.07%
202,762
+174,485
287
$3.69M 0.07%
11,040
-8,182
288
$3.68M 0.07%
100,480
-16,820
289
$3.67M 0.07%
41,802
+18,454
290
$3.62M 0.07%
189,515
-212,338
291
$3.56M 0.07%
76,569
+5,215
292
$3.54M 0.07%
49,251
-435
293
$3.54M 0.07%
73,212
-8,664
294
$3.53M 0.07%
9,360
-2,288
295
$3.53M 0.07%
70,452
-17,258
296
$3.53M 0.07%
44,473
-503
297
$3.52M 0.07%
36,165
+2,968
298
$3.51M 0.07%
+171,871
299
$3.5M 0.07%
11,475
-265
300
$3.49M 0.07%
29,209
+5,065
10 11
12
13 14