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
701
$924K 0.02%
58,437
-4,600
702
$923K 0.02%
8,142
-273
703
$923K 0.02%
51,833
-121
704
$922K 0.02%
20,592
-2,758
705
$918K 0.02%
9,638
-36
706
$913K 0.02%
25,096
-1,862
707
$913K 0.02%
34,104
-1,899
708
$909K 0.02%
25,811
+5,709
709
$905K 0.02%
16,933
+3,247
710
$904K 0.02%
2,156
-1,299
711
$902K 0.02%
18,424
-14,594
712
$902K 0.02%
12,417
+6,139
713
$900K 0.02%
11,034
-1,094
714
$896K 0.02%
21,057
+3,915
715
$894K 0.02%
35,717
+12,817
716
$891K 0.02%
5,631
-47
717
$891K 0.02%
10,407
+2,167
718
$883K 0.02%
20,102
+2,850
719
$883K 0.02%
39,632
-2,438
720
$881K 0.02%
64,109
-530
721
$880K 0.02%
17,432
-634
722
$879K 0.02%
28,204
+867
723
$877K 0.02%
31,815
+941
724
$871K 0.02%
11,974
+1,310
725
$871K 0.02%
20,046
-11,390
27 28
29
30 31