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
776
$870K 0.02%
24,295
+4,213
777
$870K 0.02%
82,064
-4,448
778
$869K 0.02%
32,946
-31,079
779
$868K 0.02%
29,915
-1,200
780
$867K 0.02%
13,000
+2,073
781
$865K 0.02%
15,390
-4,951
782
$861K 0.02%
40,831
-12,987
783
$860K 0.02%
5,960
-77
784
$860K 0.02%
13,890
+90
785
$860K 0.02%
146,174
+1,924
786
$857K 0.02%
35,834
-48,925
787
$855K 0.02%
1,502
-121
788
$852K 0.02%
5,413
-1,307
789
$849K 0.02%
5,622
-69
790
$848K 0.02%
33,451
+14,821
791
$845K 0.02%
67,359
+1,108
792
$841K 0.02%
25,898
-876
793
$831K 0.02%
5,632
-1,388
794
$830K 0.02%
13,750
+5,558
795
$823K 0.02%
9,868
-122
796
$822K 0.02%
17,844
-11,238
797
$822K 0.02%
37,965
+4,173
798
$822K 0.02%
31,285
-460
799
$819K 0.02%
13,359
+404
800
$817K 0.02%
5,642
+1,665
30 31
32
33 34