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
1001
$482K 0.01%
+5,638
1002
$480K 0.01%
20,622
-6,056
1003
$477K 0.01%
19,130
+125
1004
$475K 0.01%
20,195
-2,824
1005
$474K 0.01%
3,392
-395
1006
$473K 0.01%
3,494
-42
1007
$471K 0.01%
10,121
-103
1008
$471K 0.01%
7,806
-1,744
1009
$471K 0.01%
27,144
+1,486
1010
$467K 0.01%
2,869
-382
1011
$466K 0.01%
41,018
+147
1012
$466K 0.01%
17,104
+1,641
1013
$466K 0.01%
28,273
-3,319
1014
$464K 0.01%
17,883
-82,991
1015
$464K 0.01%
16,825
+341
1016
$463K 0.01%
10,666
+3,354
1017
$462K 0.01%
2,676
+17
1018
$462K 0.01%
6,928
-168
1019
$462K 0.01%
2,930
-385
1020
$461K 0.01%
7,557
-1,518
1021
$458K 0.01%
14,082
+1,838
1022
$457K 0.01%
6,071
-1,381
1023
$457K 0.01%
2,432
-25
1024
$456K 0.01%
13,851
-763
1025
$456K 0.01%
2,036
-20
39 40
41
42 43