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
1026
$456K 0.01%
11,010
-7,530
1027
$455K 0.01%
26,286
-448
1028
$453K 0.01%
22,333
+3,815
1029
$451K 0.01%
1,127
-186
1030
$446K 0.01%
31,638
-1,065
1031
$445K 0.01%
4,466
-310
1032
$442K 0.01%
1,981
-165
1033
$442K 0.01%
5,058
+29
1034
$441K 0.01%
32,775
-2,200
1035
$440K 0.01%
14,316
-2,565
1036
$440K 0.01%
6,258
+1,392
1037
$440K 0.01%
10,146
-744
1038
$439K 0.01%
8,215
-2,116
1039
$438K 0.01%
6,702
-6,772
1040
$437K 0.01%
15,652
+2,204
1041
$437K 0.01%
4,739
-1,989
1042
$437K 0.01%
5,336
1043
$437K 0.01%
+16,360
1044
$437K 0.01%
5,221
+574
1045
$434K 0.01%
6,643
-1,421
1046
$434K 0.01%
4,394
-528
1047
$432K 0.01%
3,757
-3,275
1048
$432K 0.01%
21,082
+7,097
1049
$432K 0.01%
3,124
+800
1050
$431K 0.01%
3,506
+66
40 41
42
43 44