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
76
$14.5M 0.29%
93,652
-10,251
77
$14M 0.28%
291,640
-77,290
78
$13.7M 0.27%
545,537
+38,070
79
$13.6M 0.27%
28,877
-6,859
80
$13.6M 0.27%
144,242
-36,423
81
$13.5M 0.27%
532,870
+127,222
82
$13.4M 0.27%
140,207
-14,739
83
$13.2M 0.26%
360,729
-3,043
84
$13.1M 0.26%
180,875
+41,665
85
$13M 0.26%
263,542
-13,300
86
$12.9M 0.26%
134,104
+38,815
87
$12.6M 0.25%
105,892
-13,103
88
$12.6M 0.25%
565,269
+8,526
89
$12.5M 0.25%
97,632
+17,075
90
$12.4M 0.25%
98,046
-34,785
91
$12.1M 0.24%
318,873
-39,054
92
$11.9M 0.24%
162,141
+12,504
93
$11.4M 0.23%
267,614
-12,026
94
$11.4M 0.23%
192,154
+9,290
95
$11.3M 0.23%
275,796
+76,732
96
$11.2M 0.22%
107,861
+14,987
97
$11.2M 0.22%
139,482
+11,715
98
$11.1M 0.22%
39,052
-7,798
99
$11.1M 0.22%
487,640
+85,207
100
$11.1M 0.22%
100,724
-3,007
2 3
4
5 6