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
$613M
AUM Growth
-$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$3.28M
3
+$2.95M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.64M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.45M

Top Sells

1
+$3.15M
2
+$2.09M
3
+$2.04M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.92M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.86M

Sector Composition

1 Technology 5.67%
2 Financials 3.93%
3 Healthcare 3.8%
4 Industrials 3.67%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3M 0.49%
27,591
+2,325
52
$2.87M 0.47%
24,007
-149
53
$2.87M 0.47%
19,010
-7,870
54
$2.82M 0.46%
54,378
+8,427
55
$2.81M 0.46%
25,614
+567
56
$2.76M 0.45%
126,585
+408
57
$2.75M 0.45%
34,729
-10,517
58
$2.73M 0.45%
22,616
+8,272
59
$2.71M 0.44%
56,692
+3,236
60
$2.7M 0.44%
26,948
-20,880
61
$2.65M 0.43%
33,812
-2,496
62
$2.65M 0.43%
15,364
-237
63
$2.61M 0.43%
39,934
+6,371
64
$2.55M 0.42%
48,720
-2,343
65
$2.5M 0.41%
13,234
+477
66
$2.5M 0.41%
27,243
+6,974
67
$2.49M 0.41%
185,296
-86,167
68
$2.44M 0.4%
8,047
+1,074
69
$2.4M 0.39%
77,460
-5,376
70
$2.37M 0.39%
154,616
-299
71
$2.37M 0.39%
40,336
-15,229
72
$2.35M 0.38%
45,380
-320
73
$2.34M 0.38%
37,715
+3,034
74
$2.32M 0.38%
13,071
-175
75
$2.3M 0.37%
24,868
+279
1 2
3
4 5