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
826
$762K 0.02%
61,528
+481
827
$761K 0.02%
29,505
-1,236
828
$758K 0.02%
20,606
-614
829
$755K 0.02%
8,361
-3,253
830
$754K 0.02%
9,924
-6,781
831
$745K 0.01%
15,676
+431
832
$745K 0.01%
14,623
-2,124
833
$745K 0.01%
58,201
-3,173
834
$742K 0.01%
37,788
-7,100
835
$738K 0.01%
12,856
-666
836
$738K 0.01%
+26,393
837
$734K 0.01%
+17,992
838
$732K 0.01%
26,343
+5,506
839
$731K 0.01%
10,988
+1,117
840
$730K 0.01%
2,965
-185
841
$728K 0.01%
12,323
-1,691
842
$726K 0.01%
6,816
+2,863
843
$724K 0.01%
21,938
+7,111
844
$723K 0.01%
5,795
-258
845
$722K 0.01%
14,884
-3,274
846
$721K 0.01%
53,490
+11,881
847
$720K 0.01%
13,279
-136
848
$720K 0.01%
5,703
-240
849
$716K 0.01%
30,946
+2,838
850
$714K 0.01%
30,980
+1,862
32 33
34
35 36