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
26
$27.7M 0.55%
632,026
-148,543
27
$26.6M 0.53%
732,568
+57,679
28
$25.9M 0.52%
252,324
-5,023
29
$24.1M 0.48%
147,703
-38,163
30
$23.6M 0.47%
230,169
+31,171
31
$23.6M 0.47%
290,160
+41,525
32
$23M 0.46%
86,827
-47,036
33
$22.7M 0.45%
107,877
+4,633
34
$22.4M 0.45%
164,909
-27,514
35
$22.2M 0.44%
384,296
+64,324
36
$22.2M 0.44%
499,334
+236,587
37
$22.2M 0.44%
1,065,918
-3,820
38
$21.5M 0.43%
205,350
-112,653
39
$21.5M 0.43%
42,621
-8,557
40
$20.7M 0.41%
197,963
-76,879
41
$20.4M 0.41%
467,615
+7,284
42
$20M 0.4%
139,596
+4,217
43
$20M 0.4%
379,607
+18,554
44
$19.9M 0.4%
460,917
-112,854
45
$19.5M 0.39%
103,868
+5,313
46
$19.4M 0.39%
189,208
+54,173
47
$19.1M 0.38%
107,729
-20,442
48
$18.9M 0.38%
169,220
-14,864
49
$18.7M 0.37%
165,696
-34,354
50
$18.5M 0.37%
232,086
-104,990
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