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
901
$625K 0.01%
14,987
-173
902
$623K 0.01%
14,248
+215
903
$621K 0.01%
85,784
+3,559
904
$617K 0.01%
15,024
-84
905
$617K 0.01%
2,200
-78
906
$614K 0.01%
6,383
+1,241
907
$613K 0.01%
4,372
-3,078
908
$611K 0.01%
+13,448
909
$610K 0.01%
4,487
-694
910
$609K 0.01%
21,645
-2,489
911
$608K 0.01%
11,286
-3,489
912
$607K 0.01%
7,556
-246
913
$605K 0.01%
9,075
-838
914
$605K 0.01%
8,852
+488
915
$604K 0.01%
26,680
+5,724
916
$603K 0.01%
26,691
-56,839
917
$602K 0.01%
35,492
-3,058
918
$598K 0.01%
9,650
-540
919
$598K 0.01%
2,218
-274
920
$597K 0.01%
2,099
-282
921
$595K 0.01%
23,252
-22,203
922
$592K 0.01%
16,239
-697
923
$589K 0.01%
3,175
-378
924
$588K 0.01%
8,233
-7,306
925
$587K 0.01%
4,967
-8,856
35 36
37
38 39