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Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
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
+$8.69M
2
+$3.56M
3
+$3.12M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.85M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.58M

Top Sells

1
+$3.39M
2
+$2.24M
3
+$2.04M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.94M

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
501
– –
-3,636
502
– –
-13,665
503
– –
-4,400
504
– –
-6,279
505
– –
-5,805
506
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-3,649
507
– –
-6,249
508
– –
-8,166
509
– –
-4,415
510
– –
-24,991
511
– –
-7,713
512
– –
-1,237
513
– –
-3,284
514
– –
-5,018
515
– –
-6,006
516
– –
-35,738
517
– –
-3,172
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