Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.08B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$31.3M
3
+$22.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$19.7M

Top Sells

1
+$46M
2
+$34.5M
3
+$20.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.4M

Sector Composition

1 Technology 10.64%
2 Healthcare 5.26%
3 Financials 4.91%
4 Consumer Discretionary 4.57%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.42M 0.07%
155,508
+7,104
302
$3.41M 0.07%
52,164
-680
303
$3.41M 0.07%
43,289
-1,888
304
$3.4M 0.07%
35,528
+3,425
305
$3.4M 0.07%
17,977
-2,516
306
$3.4M 0.07%
62,279
+6,987
307
$3.39M 0.07%
49,890
-12,376
308
$3.38M 0.07%
110,665
+17,518
309
$3.34M 0.07%
84,830
-24,032
310
$3.34M 0.07%
102,630
-6,969
311
$3.33M 0.07%
57,932
-9,448
312
$3.32M 0.07%
32,379
-35,235
313
$3.29M 0.06%
36,251
-2,293
314
$3.28M 0.06%
30,962
-1,291
315
$3.27M 0.06%
84,735
-29,186
316
$3.25M 0.06%
74,124
-68,709
317
$3.24M 0.06%
57,852
-38,072
318
$3.24M 0.06%
21,585
+1,173
319
$3.19M 0.06%
29,344
-19,772
320
$3.16M 0.06%
117,411
+42,878
321
$3.13M 0.06%
51,478
-1,157
322
$3.13M 0.06%
68,389
+3,261
323
$3.1M 0.06%
31,642
-10,717
324
$3.09M 0.06%
23,944
+1,144
325
$3.05M 0.06%
23,796
-2,690
11 12
13
14 15