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
951
$544K 0.01%
60,694
+845
952
$543K 0.01%
45,887
+3,876
953
$542K 0.01%
19,541
+3,785
954
$541K 0.01%
14,264
-1,181
955
$540K 0.01%
18,101
-25,849
956
$539K 0.01%
4,323
-1,504
957
$538K 0.01%
24,687
+1,956
958
$537K 0.01%
8,615
+324
959
$536K 0.01%
10,339
-7,059
960
$534K 0.01%
3,598
-1,526
961
$532K 0.01%
12,358
-8,764
962
$532K 0.01%
+22,421
963
$532K 0.01%
17,143
-99,050
964
$530K 0.01%
3,877
+76
965
$529K 0.01%
7,837
-3,719
966
$529K 0.01%
7,456
-2,660
967
$522K 0.01%
11,447
+475
968
$522K 0.01%
2,592
+287
969
$521K 0.01%
20,928
-273
970
$521K 0.01%
12,598
-1,587
971
$520K 0.01%
2,566
-204
972
$518K 0.01%
23,524
-824
973
$514K 0.01%
1,925
-1,487
974
$514K 0.01%
3,773
+270
975
$512K 0.01%
4,517
-505
37 38
39
40 41