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
26
$4.42M 0.72%
56,749
+6,929
27
$4.33M 0.71%
17,193
+1,758
28
$4.26M 0.7%
74,409
+57,303
29
$4.24M 0.69%
46,360
+1,261
30
$4.2M 0.69%
43,084
+242
31
$4.18M 0.68%
74,346
+4,908
32
$4.13M 0.67%
32,058
-2,969
33
$4.06M 0.66%
122,585
-3,910
34
$3.93M 0.64%
74,668
-18,271
35
$3.92M 0.64%
63,124
+3,640
36
$3.81M 0.62%
62,994
+40,412
37
$3.76M 0.61%
11,640
-122
38
$3.7M 0.6%
81,864
+6,155
39
$3.69M 0.6%
224,859
+89,022
40
$3.68M 0.6%
174,819
+36,205
41
$3.63M 0.59%
15,796
+2,007
42
$3.51M 0.57%
35,935
+554
43
$3.3M 0.54%
48,242
+966
44
$3.27M 0.53%
69,529
-18,281
45
$3.25M 0.53%
62,231
-667
46
$3.23M 0.53%
96,390
-28,608
47
$3.13M 0.51%
153,575
-255
48
$3.13M 0.51%
27,446
-2,309
49
$3.06M 0.5%
151,761
-3,988
50
$3.01M 0.49%
50,323
+16,605
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