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
976
$512K 0.01%
20,624
+658
977
$512K 0.01%
6,213
+550
978
$511K 0.01%
+9,596
979
$509K 0.01%
4,788
-2,932
980
$509K 0.01%
46,825
+63
981
$505K 0.01%
12,120
-400
982
$505K 0.01%
30,486
+13,065
983
$504K 0.01%
4,736
-3,247
984
$503K 0.01%
8,178
-5,800
985
$499K 0.01%
4,884
-33
986
$498K 0.01%
18,500
-1,720
987
$497K 0.01%
16,625
-1,000
988
$497K 0.01%
12,473
+5,440
989
$494K 0.01%
9,244
-672
990
$492K 0.01%
24,536
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991
$491K 0.01%
42,436
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992
$491K 0.01%
8,783
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993
$490K 0.01%
5,306
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994
$490K 0.01%
5,617
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995
$489K 0.01%
6,023
+1,859
996
$489K 0.01%
4,485
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997
$489K 0.01%
8,632
-983
998
$487K 0.01%
2,838
+1,007
999
$484K 0.01%
12,833
-20,619
1000
$483K 0.01%
7,092
+206
38 39
40
41 42