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
626
$1.25M 0.03%
51,813
+4,167
627
$1.25M 0.02%
7,295
+3,351
628
$1.25M 0.02%
58,240
-10,648
629
$1.25M 0.02%
76,350
+23,451
630
$1.25M 0.02%
3,469
-603
631
$1.25M 0.02%
18,482
-1,098
632
$1.24M 0.02%
21,649
+2,486
633
$1.24M 0.02%
124,277
+17,566
634
$1.24M 0.02%
55,808
+1,118
635
$1.23M 0.02%
37,389
-6,354
636
$1.22M 0.02%
22,944
-1,817
637
$1.22M 0.02%
13,329
-374
638
$1.22M 0.02%
+24,313
639
$1.22M 0.02%
46,725
+3,466
640
$1.22M 0.02%
31,801
-7,580
641
$1.22M 0.02%
41,453
+30,905
642
$1.22M 0.02%
39,298
+2,093
643
$1.21M 0.02%
11,575
-15
644
$1.21M 0.02%
47,106
+10,081
645
$1.21M 0.02%
19,084
+12,228
646
$1.2M 0.02%
55,225
+7,844
647
$1.2M 0.02%
37,848
-4,882
648
$1.19M 0.02%
44,045
-8,040
649
$1.19M 0.02%
17,295
-2,917
650
$1.18M 0.02%
109,777
+556
24 25
26
27 28