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
501
$1.73M 0.03%
43,398
-4,297
502
$1.72M 0.03%
32,312
-4,328
503
$1.72M 0.03%
20,013
-448
504
$1.71M 0.03%
62,135
-29,574
505
$1.71M 0.03%
13,724
-686
506
$1.71M 0.03%
7,739
-1,606
507
$1.71M 0.03%
8,072
-5,334
508
$1.7M 0.03%
+90,731
509
$1.7M 0.03%
46,908
-530
510
$1.7M 0.03%
30,921
-579
511
$1.69M 0.03%
12,704
-5,726
512
$1.69M 0.03%
9,966
-5,263
513
$1.69M 0.03%
143,416
+2,997
514
$1.67M 0.03%
51,553
+32,504
515
$1.67M 0.03%
157,140
-127,217
516
$1.66M 0.03%
23,037
+3,437
517
$1.66M 0.03%
55,250
-4,950
518
$1.66M 0.03%
20,258
-7,378
519
$1.65M 0.03%
13,719
-81
520
$1.65M 0.03%
18,035
-3,777
521
$1.64M 0.03%
172,852
+905
522
$1.64M 0.03%
36,969
-2,188
523
$1.63M 0.03%
21,326
-2,111
524
$1.63M 0.03%
40,586
+3,853
525
$1.63M 0.03%
4
19 20
21
22 23