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
651
$1.18M 0.02%
38,465
-4,300
652
$1.17M 0.02%
20,186
+370
653
$1.17M 0.02%
70,696
+22,196
654
$1.17M 0.02%
40,703
+2,502
655
$1.16M 0.02%
5,321
+1,156
656
$1.16M 0.02%
14,891
-190
657
$1.16M 0.02%
2,744
-8
658
$1.16M 0.02%
3,549
-265
659
$1.16M 0.02%
44,030
+24,302
660
$1.15M 0.02%
6,790
+424
661
$1.15M 0.02%
33,706
+3,503
662
$1.14M 0.02%
29,848
-3,205
663
$1.14M 0.02%
2,944
-204
664
$1.13M 0.02%
39,725
-127
665
$1.13M 0.02%
155,297
+17,925
666
$1.13M 0.02%
29,158
-1,019
667
$1.13M 0.02%
60,658
-22,724
668
$1.12M 0.02%
18,731
-904
669
$1.12M 0.02%
+81,490
670
$1.12M 0.02%
19,382
-137
671
$1.11M 0.02%
15,622
+434
672
$1.11M 0.02%
6,037
-1,224
673
$1.11M 0.02%
29,845
-2,690
674
$1.11M 0.02%
53,261
+7,115
675
$1.11M 0.02%
53,901
+4,992
25 26
27
28 29