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
351
$285K 0.05%
+12,557
352
$283K 0.05%
3,482
-1,745
353
$283K 0.05%
11,495
-102
354
$283K 0.05%
5,736
-526
355
$282K 0.05%
4,717
-900
356
$277K 0.05%
6,377
-25
357
$276K 0.05%
6,159
-488
358
$276K 0.05%
4,383
-313
359
$276K 0.05%
13,139
-926
360
$275K 0.04%
695
-16
361
$275K 0.04%
4,180
+545
362
$274K 0.04%
4,150
-232
363
$273K 0.04%
+5,074
364
$273K 0.04%
9,750
-4,044
365
$271K 0.04%
2,059
-49
366
$271K 0.04%
29,130
+22
367
$270K 0.04%
+8,915
368
$270K 0.04%
+7,247
369
$267K 0.04%
6,341
-30
370
$266K 0.04%
7,454
-309
371
$265K 0.04%
5,053
+101
372
$263K 0.04%
6,641
+715
373
$261K 0.04%
4,472
-239
374
$258K 0.04%
6,146
-1,127
375
$255K 0.04%
10,268
-2,053
13 14
15
16 17