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
301
$3.46M 0.07%
136,371
-118,820
302
$3.45M 0.07%
11,702
-1,048
303
$3.44M 0.07%
33,862
+3,699
304
$3.43M 0.07%
87,761
-11,270
305
$3.43M 0.07%
175,867
-365
306
$3.43M 0.07%
117,934
+70,255
307
$3.42M 0.07%
10,053
-2,796
308
$3.41M 0.07%
48,938
+10,821
309
$3.4M 0.07%
69,631
+9,843
310
$3.38M 0.07%
59,274
+2,448
311
$3.36M 0.07%
14,628
-2,311
312
$3.34M 0.07%
23,247
-18,036
313
$3.34M 0.07%
107,412
+97,993
314
$3.33M 0.07%
6,818
+316
315
$3.32M 0.07%
44,164
-3,058
316
$3.31M 0.07%
103,272
-24,154
317
$3.31M 0.07%
30,004
-251
318
$3.3M 0.07%
34,315
+5,062
319
$3.29M 0.07%
57,114
-10,876
320
$3.29M 0.07%
109,754
+36,864
321
$3.25M 0.06%
40,916
+643
322
$3.24M 0.06%
192,051
-1,163
323
$3.21M 0.06%
15,564
+601
324
$3.19M 0.06%
53,308
-2,891
325
$3.19M 0.06%
38,443
-920
11 12
13
14 15