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
401
$224K 0.04%
3,742
-357
402
$224K 0.04%
1,635
+206
403
$223K 0.04%
+4,680
404
$223K 0.04%
6,801
-664
405
$222K 0.04%
10,389
-6,101
406
$219K 0.04%
+1,160
407
$217K 0.04%
+3,816
408
$217K 0.04%
27,129
+1,358
409
$214K 0.03%
124
+14
410
$213K 0.03%
4,265
+374
411
$212K 0.03%
707
-2
412
$212K 0.03%
19,096
+3,800
413
$210K 0.03%
+2,309
414
$209K 0.03%
14,246
415
$208K 0.03%
8,946
-473
416
$207K 0.03%
10,556
-2,695
417
$207K 0.03%
17,770
-4,230
418
$205K 0.03%
1,097
-292
419
$205K 0.03%
+85
420
$205K 0.03%
9,000
-5,920
421
$204K 0.03%
8,269
-4,287
422
$204K 0.03%
15,182
+1,758
423
$203K 0.03%
+3,752
424
$201K 0.03%
+7,267
425
$200K 0.03%
7,582
-20,672
15 16
17
18 19