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
376
$2.62M 0.05%
113,580
-16,752
377
$2.6M 0.05%
46,756
-519
378
$2.6M 0.05%
72,391
+1,860
379
$2.6M 0.05%
108,752
-2,788
380
$2.58M 0.05%
26,117
-41,215
381
$2.56M 0.05%
38,672
-3,996
382
$2.56M 0.05%
32,575
+3,405
383
$2.55M 0.05%
20,574
-1,220
384
$2.55M 0.05%
60,075
-3,895
385
$2.53M 0.05%
112,349
+31,730
386
$2.52M 0.05%
83,837
+3,927
387
$2.51M 0.05%
1,173
+41
388
$2.51M 0.05%
604,550
+5,400
389
$2.5M 0.05%
29,890
+23,622
390
$2.49M 0.05%
70,256
+1,872
391
$2.49M 0.05%
74,015
-2,218
392
$2.48M 0.05%
131,511
-12,860
393
$2.47M 0.05%
33,513
-122
394
$2.46M 0.05%
32,384
-17,751
395
$2.45M 0.05%
36,606
+1,435
396
$2.45M 0.05%
30,144
+10,064
397
$2.43M 0.05%
77,701
+7,209
398
$2.43M 0.05%
75,846
+7,622
399
$2.43M 0.05%
73,116
+1,465
400
$2.43M 0.05%
33,726
-233
14 15
16
17 18