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
601
$1.34M 0.03%
6,547
-3,621
602
$1.33M 0.03%
11,467
+6,023
603
$1.33M 0.03%
33,850
-26,050
604
$1.33M 0.03%
40,657
-8,110
605
$1.33M 0.03%
+49,603
606
$1.32M 0.03%
35,356
+2,414
607
$1.32M 0.03%
9,144
-537
608
$1.32M 0.03%
45,809
+2,836
609
$1.32M 0.03%
71,589
+3,189
610
$1.32M 0.03%
21,831
-4,698
611
$1.31M 0.03%
4,722
+262
612
$1.31M 0.03%
28,590
+5,599
613
$1.3M 0.03%
35,640
+1,808
614
$1.3M 0.03%
15,261
-6,698
615
$1.3M 0.03%
11,084
-13,950
616
$1.29M 0.03%
23,377
-1,863
617
$1.29M 0.03%
14,168
-902
618
$1.28M 0.03%
33,537
+15,711
619
$1.28M 0.03%
6,273
-874
620
$1.27M 0.03%
44,035
+1,896
621
$1.27M 0.03%
27,552
-26,085
622
$1.27M 0.03%
8,185
+372
623
$1.26M 0.03%
22,994
-8,940
624
$1.26M 0.03%
32,999
+4,331
625
$1.26M 0.03%
9,615
+152
23 24
25
26 27