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
1051
$431K 0.01%
15,365
-14,850
1052
$430K 0.01%
33,419
-136
1053
$430K 0.01%
2,730
-7,805
1054
$429K 0.01%
+4,294
1055
$429K 0.01%
8,890
-3,300
1056
$429K 0.01%
9,877
+165
1057
$426K 0.01%
10,068
-2,903
1058
$425K 0.01%
10,077
+1,305
1059
$424K 0.01%
2,927
-44
1060
$424K 0.01%
17,709
+2,674
1061
$423K 0.01%
6,268
-152
1062
$422K 0.01%
9,900
+58
1063
$422K 0.01%
17,710
-1,056
1064
$422K 0.01%
2,986
-356
1065
$420K 0.01%
18,062
-4,994
1066
$420K 0.01%
+21,425
1067
$420K 0.01%
9,788
-1,729
1068
$420K 0.01%
6,504
-421
1069
$420K 0.01%
9,142
+130
1070
$419K 0.01%
9,026
+803
1071
$419K 0.01%
6,780
+8
1072
$419K 0.01%
19,680
1073
$415K 0.01%
20,611
-14,911
1074
$414K 0.01%
8,175
+320
1075
$413K 0.01%
11,150
-1,027
41 42
43
44 45