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
301
$390K 0.06%
4,396
+348
302
$387K 0.06%
7,456
-1,450
303
$380K 0.06%
49,033
-24,427
304
$371K 0.06%
4,296
-264
305
$369K 0.06%
8,548
-1,907
306
$368K 0.06%
4,289
+365
307
$366K 0.06%
11,089
+1,914
308
$362K 0.06%
2,312
+296
309
$361K 0.06%
4,595
+870
310
$359K 0.06%
5,511
+1,319
311
$356K 0.06%
11,288
+3,052
312
$355K 0.06%
11,225
-94
313
$352K 0.06%
27,436
+3,200
314
$350K 0.06%
27,420
-250
315
$348K 0.06%
2,690
-622
316
$346K 0.06%
10,865
+3,510
317
$344K 0.06%
7,535
+2,993
318
$343K 0.06%
2,935
+135
319
$337K 0.06%
7,716
-50
320
$336K 0.05%
4,056
-256
321
$333K 0.05%
18,620
-1,780
322
$331K 0.05%
25,745
+1,720
323
$326K 0.05%
6,336
-296
324
$326K 0.05%
+7,350
325
$322K 0.05%
25,018
+5,000
11 12
13
14 15