Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.08B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$31.3M
3
+$22.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$19.7M

Top Sells

1
+$46M
2
+$34.5M
3
+$20.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.4M

Sector Composition

1 Technology 10.64%
2 Healthcare 5.26%
3 Financials 4.91%
4 Consumer Discretionary 4.57%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.06M 0.02%
22,820
-23,624
652
$1.06M 0.02%
19,071
-8,782
653
$1.06M 0.02%
61,253
-268
654
$1.06M 0.02%
9,169
-2,875
655
$1.06M 0.02%
84,400
+18,395
656
$1.06M 0.02%
27,256
-12,611
657
$1.05M 0.02%
78,797
-9,747
658
$1.05M 0.02%
7,979
-10,040
659
$1.05M 0.02%
29,887
+7,118
660
$1.04M 0.02%
7,699
-7,018
661
$1.04M 0.02%
27,340
-8,647
662
$1.04M 0.02%
39,099
+11,264
663
$1.03M 0.02%
37,675
-6,533
664
$1.03M 0.02%
16,290
-3,264
665
$1.02M 0.02%
6,808
+808
666
$1.02M 0.02%
2,733
-1,118
667
$1.02M 0.02%
3,802
-2,852
668
$1.02M 0.02%
15,326
+5,362
669
$1.01M 0.02%
5,844
-4,463
670
$1.01M 0.02%
17,357
-11,715
671
$1M 0.02%
3,278
-1,438
672
$1M 0.02%
8,232
+2,984
673
$1M 0.02%
+23,739
674
$997K 0.02%
19,716
+1,799
675
$996K 0.02%
15,849
+2,816
25 26
27
28 29