Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.08B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$31.3M
3
+$22.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$19.7M

Top Sells

1
+$46M
2
+$34.5M
3
+$20.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.4M

Sector Composition

1 Technology 10.64%
2 Healthcare 5.26%
3 Financials 4.91%
4 Consumer Discretionary 4.57%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$547K 0.01%
+8,772
927
$547K 0.01%
12,418
+92
928
$547K 0.01%
10,430
-1,180
929
$547K 0.01%
13,170
-8,386
930
$546K 0.01%
+7,758
931
$542K 0.01%
10,369
-2,197
932
$541K 0.01%
6,999
-15,004
933
$541K 0.01%
5,143
+163
934
$540K 0.01%
15,720
-4,435
935
$540K 0.01%
+8,489
936
$540K 0.01%
37,776
937
$539K 0.01%
37,504
-2,010
938
$539K 0.01%
21,109
-10,880
939
$538K 0.01%
8,472
+392
940
$537K 0.01%
12,897
-737
941
$537K 0.01%
2,980
-1,017
942
$536K 0.01%
11,990
-252
943
$536K 0.01%
3,142
-296
944
$535K 0.01%
54,109
945
$534K 0.01%
12,459
-5,788
946
$532K 0.01%
12,468
+3,719
947
$531K 0.01%
22,988
+1,526
948
$529K 0.01%
6,072
-728
949
$528K 0.01%
7,377
-1,009
950
$526K 0.01%
158,448
-12,498
36 37
38
39 40