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
401
$2.41M 0.05%
52,425
+7,560
402
$2.4M 0.05%
72,295
+814
403
$2.39M 0.05%
118,364
-33,771
404
$2.38M 0.05%
147,339
+658
405
$2.38M 0.05%
25,080
+5,754
406
$2.36M 0.05%
99,259
-1,372
407
$2.36M 0.05%
29,337
-2,957
408
$2.35M 0.05%
72,348
-15,399
409
$2.33M 0.05%
37,531
-3,027
410
$2.33M 0.05%
38,703
-24,500
411
$2.31M 0.05%
89,279
-3,684
412
$2.31M 0.05%
32,526
+6,579
413
$2.3M 0.05%
17,941
-1,025
414
$2.3M 0.05%
12,261
+211
415
$2.3M 0.05%
31,854
-1,563
416
$2.25M 0.05%
119,280
-68,662
417
$2.25M 0.05%
85,047
-17,629
418
$2.25M 0.05%
13,123
-4,045
419
$2.23M 0.04%
80,116
+57,439
420
$2.23M 0.04%
54,223
+2,513
421
$2.22M 0.04%
46,356
-7,849
422
$2.22M 0.04%
25,906
-4,092
423
$2.2M 0.04%
85,564
-9,708
424
$2.2M 0.04%
44,132
-3,166
425
$2.18M 0.04%
7,443
-121
15 16
17
18 19