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
726
$976K 0.02%
117,583
-5,504
727
$975K 0.02%
49,167
-3,942
728
$969K 0.02%
36,420
-1,220
729
$967K 0.02%
20,625
-1,110
730
$967K 0.02%
24,340
-20,288
731
$966K 0.02%
22,218
+3,822
732
$959K 0.02%
19,058
+1,326
733
$957K 0.02%
22,761
+16,541
734
$956K 0.02%
582
-104
735
$955K 0.02%
18,963
+3,400
736
$955K 0.02%
4,290
-182
737
$953K 0.02%
20,970
+477
738
$952K 0.02%
49,845
-13,515
739
$950K 0.02%
9,044
-528
740
$950K 0.02%
7,277
-158
741
$949K 0.02%
31,916
+1,848
742
$947K 0.02%
21,608
-16,179
743
$944K 0.02%
871
-104
744
$942K 0.02%
12,572
-3,656
745
$940K 0.02%
33,490
-5,946
746
$937K 0.02%
87,258
-228
747
$934K 0.02%
10,158
+798
748
$929K 0.02%
10,942
+1,315
749
$929K 0.02%
36,165
750
$928K 0.02%
4,288
-20
28 29
30
31 32