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
426
$2.17M 0.04%
45,797
+6,757
427
$2.17M 0.04%
15,779
-1,485
428
$2.17M 0.04%
75,608
-27,179
429
$2.16M 0.04%
73,104
-178
430
$2.15M 0.04%
21,191
-3,955
431
$2.15M 0.04%
65,388
+11,972
432
$2.14M 0.04%
48,626
-594,613
433
$2.14M 0.04%
7,660
-148
434
$2.14M 0.04%
62,077
+23,543
435
$2.14M 0.04%
105,939
-9,915
436
$2.13M 0.04%
23,484
-106
437
$2.12M 0.04%
96,077
-2,453
438
$2.11M 0.04%
42,743
-197
439
$2.11M 0.04%
30,717
-3,050
440
$2.09M 0.04%
70,614
+52,245
441
$2.09M 0.04%
62,322
-1,926
442
$2.09M 0.04%
133,714
+2,095
443
$2.08M 0.04%
45,660
+3,787
444
$2.07M 0.04%
26,629
+189
445
$2.06M 0.04%
33,324
-928
446
$2.06M 0.04%
58,742
+1,357
447
$2.05M 0.04%
91,865
+1,248
448
$2.04M 0.04%
120,935
-1,952
449
$2.04M 0.04%
18,187
-1,247
450
$2.03M 0.04%
75,749
-1,700
16 17
18
19 20