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
$613M
AUM Growth
-$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$3.28M
3
+$2.95M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.64M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.45M

Top Sells

1
+$3.15M
2
+$2.09M
3
+$2.04M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.92M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.86M

Sector Composition

1 Technology 5.67%
2 Financials 3.93%
3 Healthcare 3.8%
4 Industrials 3.67%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.37%
59,750
-2,108
77
$2.25M 0.37%
9,104
+698
78
$2.21M 0.36%
16,712
+225
79
$2.17M 0.35%
16,547
-7,000
80
$2.16M 0.35%
91,973
+11,655
81
$2.15M 0.35%
136,436
-12,672
82
$2.13M 0.35%
51,551
-1,553
83
$2.13M 0.35%
24,558
+4,817
84
$2.12M 0.35%
45,273
-16,979
85
$2.11M 0.34%
43,257
+26,080
86
$2M 0.33%
21,103
-238
87
$1.97M 0.32%
18,118
+905
88
$1.97M 0.32%
34,472
+19,774
89
$1.96M 0.32%
41,276
+11,151
90
$1.89M 0.31%
76,911
+167
91
$1.88M 0.31%
13,588
+773
92
$1.86M 0.3%
37,727
+2,731
93
$1.84M 0.3%
129,952
-114,822
94
$1.8M 0.29%
39,670
+1,997
95
$1.79M 0.29%
52,004
-1,511
96
$1.75M 0.29%
34,684
+11,059
97
$1.71M 0.28%
117,601
+7,625
98
$1.69M 0.28%
16,701
+4,366
99
$1.69M 0.28%
35,460
-250
100
$1.66M 0.27%
12,521
+2,916
2 3
4
5 6