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
326
$3.18M 0.06%
38,305
-28,385
327
$3.17M 0.06%
65,960
-18,453
328
$3.14M 0.06%
54,467
+15,513
329
$3.14M 0.06%
10,701
-20,642
330
$3.13M 0.06%
18,986
-2,283
331
$3.09M 0.06%
44,890
+18,894
332
$3.04M 0.06%
95,374
-1,505
333
$3.02M 0.06%
20,190
-190
334
$3M 0.06%
68,340
-38,739
335
$3M 0.06%
91,745
-45,889
336
$2.98M 0.06%
27,853
-4,217
337
$2.96M 0.06%
13,806
-600
338
$2.96M 0.06%
123,853
-39,796
339
$2.95M 0.06%
67,219
-1,975
340
$2.94M 0.06%
26,996
+7,098
341
$2.92M 0.06%
77,668
+4,872
342
$2.92M 0.06%
12,757
-1,486
343
$2.92M 0.06%
57,003
-3,495
344
$2.9M 0.06%
44,035
-2,501
345
$2.89M 0.06%
28,218
+216
346
$2.88M 0.06%
43,155
-5,728
347
$2.87M 0.06%
32,428
+12,532
348
$2.87M 0.06%
252,863
+36,395
349
$2.85M 0.06%
53,284
-1,323
350
$2.85M 0.06%
38,312
+181
12 13
14
15 16