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
701
$1.02M 0.02%
88,680
+5,513
702
$1.02M 0.02%
3,376
-164
703
$1.02M 0.02%
20,592
-2,457
704
$1.01M 0.02%
39,146
-26,215
705
$1.01M 0.02%
44,756
-9,556
706
$1.01M 0.02%
38,037
-13,324
707
$1.01M 0.02%
49,344
+6,600
708
$1.01M 0.02%
23,943
+311
709
$1.01M 0.02%
34,207
+117
710
$1.01M 0.02%
32,638
-24,268
711
$1M 0.02%
+39,706
712
$1M 0.02%
3,717
-1,045
713
$1M 0.02%
37,567
+22,216
714
$998K 0.02%
38,854
+204
715
$994K 0.02%
43,180
-8,402
716
$992K 0.02%
14,344
-6,791
717
$990K 0.02%
26,418
-63
718
$990K 0.02%
35,346
-941
719
$989K 0.02%
29,284
-1,465
720
$989K 0.02%
34,856
+1,400
721
$987K 0.02%
17,923
+679
722
$987K 0.02%
3,699
-50
723
$985K 0.02%
51,302
-9,014
724
$985K 0.02%
1,190
+158
725
$981K 0.02%
1,424
-1,315
27 28
29
30 31