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
$59.3B
AUM Growth
+$7.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,183
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$121M
3
+$95.6M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$95M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$94.9M

Top Sells

1
+$196M
2
+$70M
3
+$42.7M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$35.6M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$34.3M

Sector Composition

1 Technology 10.41%
2 Financials 4.5%
3 Consumer Discretionary 3.41%
4 Industrials 2.93%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
301
Stryker
SYK
$135B
$39.2M 0.07%
98,966
+2,169
SCHW icon
302
Charles Schwab
SCHW
$172B
$39.1M 0.07%
428,463
+29,339
IGV icon
303
iShares Expanded Tech-Software Sector ETF
IGV
$8.34B
$38.9M 0.07%
355,574
+85,896
TDIV icon
304
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.73B
$38.7M 0.07%
429,579
+4,362
CGXU icon
305
Capital Group International Focus Equity ETF
CGXU
$4.35B
$38.7M 0.07%
1,425,732
+59,669
UPS icon
306
United Parcel Service
UPS
$85.2B
$38.3M 0.06%
379,467
+30,095
FNOV icon
307
FT Vest US Equity Buffer ETF November
FNOV
$1.03B
$38.3M 0.06%
763,457
+249,041
LVHI icon
308
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.66B
$37.8M 0.06%
1,162,067
+36,775
HOOD icon
309
Robinhood
HOOD
$111B
$37.8M 0.06%
403,547
+124,187
NEAR icon
310
iShares Short Maturity Bond ETF
NEAR
$3.77B
$37.7M 0.06%
737,364
+174,240
RDVI icon
311
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.56B
$37.6M 0.06%
1,521,561
+159,276
VST icon
312
Vistra
VST
$59.2B
$37.6M 0.06%
193,941
+21,416
AVEM icon
313
Avantis Emerging Markets Equity ETF
AVEM
$15.1B
$37.6M 0.06%
548,182
+210,622
AIQ icon
314
Global X Artificial Intelligence & Technology ETF
AIQ
$7.03B
$37.6M 0.06%
859,766
+267,726
IGIB icon
315
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$37.5M 0.06%
703,614
+235,048
BSX icon
316
Boston Scientific
BSX
$136B
$37.4M 0.06%
348,145
+13,412
CGNG
317
Capital Group New Geography Equity ETF
CGNG
$1.17B
$37.2M 0.06%
1,291,547
+1,077,493
IWN icon
318
iShares Russell 2000 Value ETF
IWN
$12.2B
$37.2M 0.06%
235,758
+5,945
SPIB icon
319
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$36.5M 0.06%
1,086,522
-41,406
LRCX icon
320
Lam Research
LRCX
$212B
$36.2M 0.06%
371,749
+18,157
XLRE icon
321
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.37B
$36.2M 0.06%
872,949
+166,025
DHS icon
322
WisdomTree US High Dividend Fund
DHS
$1.31B
$36M 0.06%
375,540
+2,224
FEZ icon
323
SPDR Euro Stoxx 50 ETF
FEZ
$4.87B
$35.9M 0.06%
600,664
+501,414
PPA icon
324
Invesco Aerospace & Defense ETF
PPA
$6.67B
$35.7M 0.06%
251,955
-27,705
EMXC icon
325
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.2B
$35.6M 0.06%
563,767
-1,108,260
11 12
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