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
351
$2.83M 0.06%
40,302
-7,786
352
$2.83M 0.06%
9,777
-941
353
$2.82M 0.06%
75,049
+5,363
354
$2.82M 0.06%
59,448
-5,165
355
$2.81M 0.06%
28,298
-7,985
356
$2.8M 0.06%
184,980
+5,733
357
$2.77M 0.06%
39,848
+2,151
358
$2.76M 0.06%
76,746
+7,820
359
$2.75M 0.05%
39,794
+2,059
360
$2.74M 0.05%
21,233
-1,119
361
$2.74M 0.05%
13,169
-230
362
$2.74M 0.05%
37,594
+1,346
363
$2.72M 0.05%
70,617
-10,154
364
$2.69M 0.05%
9,708
-9,290
365
$2.69M 0.05%
87,484
-6,985
366
$2.69M 0.05%
23,551
-9,201
367
$2.68M 0.05%
162,767
-4,709
368
$2.68M 0.05%
61,696
+811
369
$2.67M 0.05%
18,779
-19
370
$2.66M 0.05%
10,980
-827
371
$2.66M 0.05%
288,623
-18,693
372
$2.65M 0.05%
46,443
+6,816
373
$2.64M 0.05%
68,810
-12,554
374
$2.64M 0.05%
109,890
-1,926
375
$2.64M 0.05%
50,132
-7,714
13 14
15
16 17