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
926
$586K 0.01%
22,071
-90
927
$585K 0.01%
+26,973
928
$580K 0.01%
15,028
+770
929
$575K 0.01%
12,602
-4,540
930
$575K 0.01%
16,302
+3,350
931
$573K 0.01%
8,905
-751
932
$572K 0.01%
8,765
-3,548
933
$570K 0.01%
24,712
+9,070
934
$568K 0.01%
116,379
+11,470
935
$568K 0.01%
13,674
-427
936
$566K 0.01%
2,247
-41
937
$564K 0.01%
18,919
+1,932
938
$563K 0.01%
+9,831
939
$562K 0.01%
+32,825
940
$559K 0.01%
5,176
-204
941
$558K 0.01%
7,022
+51
942
$558K 0.01%
5,076
+546
943
$557K 0.01%
21,608
+493
944
$554K 0.01%
9,502
-164
945
$553K 0.01%
25,450
-635
946
$553K 0.01%
17,888
+801
947
$550K 0.01%
11,450
+319
948
$548K 0.01%
13,342
+3,643
949
$547K 0.01%
23,617
+1,861
950
$544K 0.01%
6,068
-3,222
36 37
38
39 40