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
551
$1.52M 0.03%
137,794
-24,915
552
$1.52M 0.03%
53,501
+15,670
553
$1.52M 0.03%
31,368
+20,557
554
$1.51M 0.03%
58,506
+20,158
555
$1.49M 0.03%
54,474
-16,523
556
$1.48M 0.03%
51,736
+28,060
557
$1.48M 0.03%
16,933
-3,692
558
$1.48M 0.03%
128,410
-9,994
559
$1.48M 0.03%
35,272
-846
560
$1.48M 0.03%
20,140
+948
561
$1.47M 0.03%
75,948
+5,660
562
$1.47M 0.03%
38,242
+3,360
563
$1.47M 0.03%
43,609
+7,724
564
$1.46M 0.03%
37,920
-12,652
565
$1.46M 0.03%
69,731
-3,649
566
$1.46M 0.03%
74,482
+6,634
567
$1.46M 0.03%
45,156
-83,562
568
$1.45M 0.03%
49,361
+3,038
569
$1.45M 0.03%
30,782
-29,658
570
$1.45M 0.03%
10,953
+62
571
$1.44M 0.03%
15,598
-2,294
572
$1.44M 0.03%
93,951
-3,368
573
$1.44M 0.03%
17,831
-2,917
574
$1.44M 0.03%
75,524
-14,090
575
$1.44M 0.03%
30,250
+672
21 22
23
24 25