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
451
$2.03M 0.04%
20,457
-962
452
$2.03M 0.04%
33,840
-11,337
453
$2.02M 0.04%
93,953
-3,165
454
$2.02M 0.04%
31,986
+301
455
$2.01M 0.04%
80,085
+12,730
456
$2.01M 0.04%
5,004
+631
457
$2M 0.04%
47,916
-4,794
458
$2M 0.04%
8,328
-5,238
459
$2M 0.04%
45,813
-1,613
460
$1.99M 0.04%
100,557
-13,713
461
$1.98M 0.04%
109,113
+8,901
462
$1.96M 0.04%
14,634
-7,305
463
$1.96M 0.04%
75,750
-1,630
464
$1.96M 0.04%
26,313
-15,282
465
$1.95M 0.04%
19,204
+651
466
$1.95M 0.04%
68,493
-5,234
467
$1.94M 0.04%
21,139
-2,523
468
$1.93M 0.04%
41,917
+5,694
469
$1.91M 0.04%
45,623
+5,389
470
$1.89M 0.04%
11,096
+265
471
$1.88M 0.04%
47,503
-16,480
472
$1.88M 0.04%
114,400
+7,789
473
$1.87M 0.04%
9,847
-100
474
$1.87M 0.04%
52,325
-17,966
475
$1.87M 0.04%
119,192
-14,689
17 18
19
20 21