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
801
$813K 0.02%
21,652
-950
802
$812K 0.02%
40,900
-17,924
803
$810K 0.02%
28,416
+271
804
$810K 0.02%
9,054
-95
805
$807K 0.02%
17,491
-2,385
806
$803K 0.02%
22,590
-2,253
807
$802K 0.02%
4,503
-156
808
$798K 0.02%
94,371
+51,950
809
$797K 0.02%
23,148
-440
810
$791K 0.02%
13,436
-11,259
811
$789K 0.02%
45,642
+4,451
812
$789K 0.02%
11,292
-35,274
813
$787K 0.02%
24,327
+3,704
814
$784K 0.02%
5,253
-828
815
$784K 0.02%
27,445
+913
816
$783K 0.02%
19,636
+3,664
817
$782K 0.02%
16,594
+2,436
818
$782K 0.02%
18,612
+1,588
819
$780K 0.02%
117,888
+28,365
820
$777K 0.02%
17,213
+2,178
821
$775K 0.02%
21,053
+4,373
822
$775K 0.02%
32,586
+2,879
823
$765K 0.02%
19,223
-1,079
824
$765K 0.02%
6,677
-282
825
$764K 0.02%
29,486
+8,765
31 32
33
34 35