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
51
$18.4M 0.37%
255,936
-12,426
52
$18.1M 0.36%
273,623
+63,817
53
$17.8M 0.36%
413,990
+18,789
54
$17.6M 0.35%
131,180
-20,752
55
$16.9M 0.34%
177,814
+34,298
56
$16.9M 0.34%
184,601
+31,111
57
$16.8M 0.34%
257,153
+40,684
58
$16.8M 0.33%
98,044
+4,535
59
$16.6M 0.33%
173,077
-74,963
60
$16.6M 0.33%
287,671
+49,796
61
$16.6M 0.33%
115,405
-24,480
62
$16.5M 0.33%
424,814
-82,498
63
$16M 0.32%
185,429
-42,163
64
$15.9M 0.32%
131,670
-7,501
65
$15.9M 0.32%
57,785
-15,968
66
$15.9M 0.32%
201,542
+7,585
67
$15.8M 0.32%
368,005
+122,512
68
$15.5M 0.31%
403,078
-88,898
69
$15.5M 0.31%
1,276,650
-618,200
70
$15.1M 0.3%
203,308
-41,561
71
$15.1M 0.3%
52,402
+4,522
72
$14.9M 0.3%
532,929
-25,081
73
$14.8M 0.3%
86,999
-1,198
74
$14.8M 0.3%
78,926
-17,953
75
$14.5M 0.29%
44,844
-8,330
1 2
3
4 5