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
526
$1.62M 0.03%
62,081
-742
527
$1.62M 0.03%
41,226
-22,318
528
$1.62M 0.03%
45,790
-25,028
529
$1.62M 0.03%
156,621
+18,994
530
$1.62M 0.03%
57,790
+30,483
531
$1.62M 0.03%
35,698
-1,447
532
$1.62M 0.03%
12,425
+181
533
$1.62M 0.03%
140,536
-29,861
534
$1.61M 0.03%
106,701
+6,250
535
$1.61M 0.03%
9,932
-15,739
536
$1.61M 0.03%
28,270
+7,557
537
$1.6M 0.03%
10,702
+1,611
538
$1.59M 0.03%
27,905
-2,714
539
$1.59M 0.03%
15,012
-9,480
540
$1.58M 0.03%
51,635
+293
541
$1.58M 0.03%
37,732
+46
542
$1.58M 0.03%
101,597
+6,130
543
$1.58M 0.03%
229,335
+3,944
544
$1.57M 0.03%
41,460
-10,692
545
$1.56M 0.03%
35,504
-10,347
546
$1.56M 0.03%
58,553
-11,122
547
$1.55M 0.03%
34,985
+3,106
548
$1.54M 0.03%
70,206
-6,228
549
$1.53M 0.03%
28,429
+2,164
550
$1.53M 0.03%
23,895
+811
20 21
22
23 24