Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.08B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$31.3M
3
+$22.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$19.7M

Top Sells

1
+$46M
2
+$34.5M
3
+$20.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.4M

Sector Composition

1 Technology 10.64%
2 Healthcare 5.26%
3 Financials 4.91%
4 Consumer Discretionary 4.57%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.67M 0.03%
53,521
-3,211
477
$1.67M 0.03%
19,882
+1,787
478
$1.66M 0.03%
56,058
-332
479
$1.66M 0.03%
24,966
-5,886
480
$1.66M 0.03%
25,430
-28,030
481
$1.65M 0.03%
+4,898
482
$1.64M 0.03%
25,836
-1,758
483
$1.62M 0.03%
19,305
-4,172
484
$1.62M 0.03%
6,503
-7,190
485
$1.61M 0.03%
61,473
+46,606
486
$1.61M 0.03%
8,820
-16
487
$1.59M 0.03%
138,731
-556,864
488
$1.59M 0.03%
+28,448
489
$1.58M 0.03%
40,518
-472
490
$1.58M 0.03%
12,598
-2,245
491
$1.57M 0.03%
124,681
-2,498
492
$1.57M 0.03%
62,284
+47,888
493
$1.57M 0.03%
3,895
-344
494
$1.57M 0.03%
20,685
+1,035
495
$1.57M 0.03%
28,708
-1,524
496
$1.57M 0.03%
49,804
+41,896
497
$1.56M 0.03%
43,385
-6,225
498
$1.55M 0.03%
47,965
-8,451
499
$1.55M 0.03%
25,547
-3,236
500
$1.55M 0.03%
30,361
+254
18 19
20
21 22