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
676
$1.1M 0.02%
4,120
-150
677
$1.1M 0.02%
10,985
-62
678
$1.1M 0.02%
11,735
-962
679
$1.1M 0.02%
15,498
-7,289
680
$1.09M 0.02%
31,228
+2,488
681
$1.08M 0.02%
28,481
+1,778
682
$1.08M 0.02%
70,565
-4,994
683
$1.08M 0.02%
12,067
-1,021
684
$1.08M 0.02%
45,196
-15,076
685
$1.08M 0.02%
28,869
-1,229
686
$1.08M 0.02%
82,376
+1,504
687
$1.07M 0.02%
1,991
-50
688
$1.07M 0.02%
90,339
+771
689
$1.07M 0.02%
53,094
+2,169
690
$1.07M 0.02%
7,854
-424
691
$1.06M 0.02%
+33,746
692
$1.05M 0.02%
13,985
+178
693
$1.04M 0.02%
6,388
+590
694
$1.04M 0.02%
4,304
-728
695
$1.04M 0.02%
16,125
-587
696
$1.03M 0.02%
62,045
-72
697
$1.03M 0.02%
4,930
-1,304
698
$1.03M 0.02%
113,036
+8,034
699
$1.03M 0.02%
6,190
+154
700
$1.02M 0.02%
4,202
-158
26 27
28
29 30