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
851
$713K 0.01%
24,223
-1,947
852
$710K 0.01%
96,960
+2,807
853
$709K 0.01%
23,914
-3,272
854
$708K 0.01%
7,841
-1,126
855
$704K 0.01%
37,658
-48,496
856
$703K 0.01%
12,587
+625
857
$702K 0.01%
18,452
-136
858
$700K 0.01%
23,968
-58,956
859
$699K 0.01%
17,833
-460
860
$698K 0.01%
3,831
-300
861
$696K 0.01%
53,175
+9
862
$692K 0.01%
17,724
-245
863
$691K 0.01%
57,392
-19,086
864
$691K 0.01%
2,684
+632
865
$691K 0.01%
16,609
866
$690K 0.01%
17,395
+5,848
867
$684K 0.01%
14,929
+10,192
868
$682K 0.01%
24,748
+1,743
869
$681K 0.01%
3,164
-177
870
$680K 0.01%
12,123
-357
871
$678K 0.01%
15,050
-985
872
$676K 0.01%
26,606
-470
873
$673K 0.01%
3,117
-931
874
$673K 0.01%
3,823
-1,393
875
$670K 0.01%
13,690
+1,800
33 34
35
36 37