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
326
$320K 0.05%
1,416
-228
327
$319K 0.05%
2,143
-92
328
$315K 0.05%
6,988
-68
329
$313K 0.05%
39,875
+2,700
330
$309K 0.05%
5,757
+1,045
331
$307K 0.05%
2,665
+1
332
$306K 0.05%
38,111
-794
333
$306K 0.05%
1,999
+142
334
$305K 0.05%
12,304
-3,976
335
$301K 0.05%
24,011
336
$301K 0.05%
1,232
+239
337
$299K 0.05%
1,147
+392
338
$299K 0.05%
+19,222
339
$297K 0.05%
+3,074
340
$296K 0.05%
3,863
+202
341
$296K 0.05%
5,760
-6,802
342
$295K 0.05%
12,776
+1,458
343
$293K 0.05%
11,683
-4,463
344
$291K 0.05%
33,550
-4,500
345
$290K 0.05%
5,351
-1,152
346
$289K 0.05%
2,914
+27
347
$289K 0.05%
6,203
+300
348
$289K 0.05%
2,661
+202
349
$289K 0.05%
+6,305
350
$288K 0.05%
20,158
-1,111
12 13
14
15 16