Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.08B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$31.3M
3
+$22.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$19.7M

Top Sells

1
+$46M
2
+$34.5M
3
+$20.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.4M

Sector Composition

1 Technology 10.64%
2 Healthcare 5.26%
3 Financials 4.91%
4 Consumer Discretionary 4.57%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$722K 0.01%
5,081
-1,116
802
$718K 0.01%
1,874
-1,353
803
$715K 0.01%
+10,265
804
$712K 0.01%
5,471
-6,210
805
$712K 0.01%
53,109
-866
806
$709K 0.01%
+4,939
807
$708K 0.01%
18,840
+1,164
808
$708K 0.01%
5,230
-1,930
809
$708K 0.01%
+24,214
810
$706K 0.01%
20,944
-3,686
811
$703K 0.01%
21,735
+3,192
812
$698K 0.01%
7,453
+2,811
813
$698K 0.01%
14,020
+6,721
814
$695K 0.01%
25,686
-738
815
$693K 0.01%
6,435
-1,069
816
$693K 0.01%
12,918
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817
$692K 0.01%
8,167
-1,599
818
$691K 0.01%
40,847
-4,890
819
$691K 0.01%
26,591
+3,383
820
$691K 0.01%
4,920
-796
821
$690K 0.01%
5,757
-1,131
822
$686K 0.01%
34,637
+21,501
823
$686K 0.01%
594
-186
824
$682K 0.01%
4,867
-3,908
825
$681K 0.01%
9,095
-474
31 32
33
34 35