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
751
$927K 0.02%
29,087
-1,767
752
$925K 0.02%
23,916
-355
753
$924K 0.02%
29,829
-3,086
754
$923K 0.02%
57,605
+9,707
755
$919K 0.02%
50,700
+1,950
756
$917K 0.02%
23,070
+434
757
$915K 0.02%
37,157
-4,739
758
$911K 0.02%
41,212
759
$911K 0.02%
22,265
+16,802
760
$909K 0.02%
13,537
-32,230
761
$908K 0.02%
40,018
+12,173
762
$908K 0.02%
22,428
-92
763
$900K 0.02%
1,709,341
+22,000
764
$900K 0.02%
5,102
-1,575
765
$898K 0.02%
65,762
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766
$898K 0.02%
12,257
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767
$898K 0.02%
1,070
-1
768
$896K 0.02%
10,771
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769
$893K 0.02%
10,298
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770
$891K 0.02%
9,933
-5,808
771
$890K 0.02%
1,834
-3,097
772
$882K 0.02%
103,783
+38,980
773
$881K 0.02%
5,635
-270
774
$880K 0.02%
16,234
-1,464
775
$875K 0.02%
3,162
-135
29 30
31
32 33