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
376
$255K 0.04%
1,499
+260
377
$255K 0.04%
4,977
-1,883
378
$254K 0.04%
5,070
+549
379
$253K 0.04%
9,528
-400
380
$253K 0.04%
5,397
+895
381
$251K 0.04%
+6,858
382
$248K 0.04%
2,385
-2,055
383
$248K 0.04%
+11,175
384
$247K 0.04%
+13,094
385
$245K 0.04%
31,597
+3,252
386
$241K 0.04%
3,263
+614
387
$241K 0.04%
19,094
+1,600
388
$239K 0.04%
5,200
389
$239K 0.04%
5,998
-921
390
$239K 0.04%
6,600
+5
391
$238K 0.04%
2,032
+1
392
$236K 0.04%
9,409
-19,581
393
$236K 0.04%
5,200
-98
394
$233K 0.04%
3,359
+141
395
$233K 0.04%
5,867
-594
396
$230K 0.04%
7,212
+294
397
$230K 0.04%
+4,742
398
$229K 0.04%
23,922
399
$227K 0.04%
+8,198
400
$225K 0.04%
5,229
14 15
16
17 18