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
876
$669K 0.01%
46,994
-4,050
877
$668K 0.01%
84,197
+7,598
878
$667K 0.01%
27,283
-3,625
879
$665K 0.01%
9,314
+406
880
$664K 0.01%
5,655
-42
881
$663K 0.01%
13,806
+4,704
882
$660K 0.01%
32,184
-25,160
883
$648K 0.01%
43,164
-167,604
884
$647K 0.01%
59,010
-4,065
885
$645K 0.01%
8,205
+28
886
$644K 0.01%
10,815
+585
887
$643K 0.01%
27,394
+1,061
888
$640K 0.01%
7,861
-1,319
889
$640K 0.01%
29,408
+872
890
$638K 0.01%
23,179
-7,312
891
$637K 0.01%
19,361
+866
892
$635K 0.01%
3,587
-112
893
$635K 0.01%
34,558
+10,515
894
$634K 0.01%
45,752
895
$634K 0.01%
35,704
+7,110
896
$632K 0.01%
17,695
-14,271
897
$632K 0.01%
77,695
-284
898
$629K 0.01%
1,732
+160
899
$628K 0.01%
19,033
+2,909
900
$626K 0.01%
12,975
-5,438
34 35
36
37 38