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
476
$1.86M 0.04%
42,289
+8,193
477
$1.85M 0.04%
12,492
-558
478
$1.85M 0.04%
32,914
+3,108
479
$1.84M 0.04%
115,708
+19,948
480
$1.84M 0.04%
57,571
+108
481
$1.83M 0.04%
229,160
+7,547
482
$1.83M 0.04%
11,088
+969
483
$1.82M 0.04%
22,129
-22,393
484
$1.82M 0.04%
36,015
-30,575
485
$1.82M 0.04%
6,741
+84
486
$1.81M 0.04%
65,575
-24,848
487
$1.81M 0.04%
+91,169
488
$1.81M 0.04%
35,838
+13,089
489
$1.81M 0.04%
137,154
+25,072
490
$1.8M 0.04%
330,536
+39,875
491
$1.8M 0.04%
89,505
-16,996
492
$1.8M 0.04%
16,103
-1,983
493
$1.79M 0.04%
11,776
-2,174
494
$1.77M 0.04%
12,279
-566
495
$1.76M 0.04%
71,660
+7,845
496
$1.76M 0.04%
88,048
-3,363
497
$1.76M 0.04%
58,840
-447
498
$1.75M 0.04%
9,705
-219
499
$1.75M 0.03%
32,780
-393
500
$1.75M 0.03%
36,130
-6,942
18 19
20
21 22