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
426
$191K 0.03%
10,377
427
$189K 0.03%
10,926
428
$188K 0.03%
10,150
-4,550
429
$169K 0.03%
+16,236
430
$165K 0.03%
10,300
-2,112
431
$162K 0.03%
+11,011
432
$157K 0.03%
11,692
433
$156K 0.03%
28,609
+800
434
$153K 0.03%
10,699
+500
435
$152K 0.02%
+11,042
436
$146K 0.02%
+10,387
437
$145K 0.02%
15,150
438
$127K 0.02%
3,248
+43
439
$126K 0.02%
21,440
-3,587
440
$104K 0.02%
11,325
-1,000
441
$101K 0.02%
1,758
+558
442
$99K 0.02%
19,370
+2,808
443
$95K 0.02%
11,450
444
$83K 0.01%
4,042
+1,419
445
$49K 0.01%
+12,003
446
$43K 0.01%
10,196
447
$36K 0.01%
10,247
-11,202
448
$36K 0.01%
88
-62
449
$20K ﹤0.01%
46,750
450
$18K ﹤0.01%
+34,000
16 17
18
19 20