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
1076
$413K 0.01%
36,327
+626
1077
$413K 0.01%
4,668
-29
1078
$408K 0.01%
35,369
-282
1079
$408K 0.01%
96,438
-1,438
1080
$407K 0.01%
+15,798
1081
$407K 0.01%
14,768
-5,742
1082
$406K 0.01%
16,486
+1,579
1083
$406K 0.01%
20,438
+6,003
1084
$406K 0.01%
1,231
-54
1085
$406K 0.01%
24,384
+13,069
1086
$405K 0.01%
19,613
-3,149
1087
$405K 0.01%
21,007
+5,951
1088
$405K 0.01%
4,315
+66
1089
$405K 0.01%
2,662
+315
1090
$405K 0.01%
4,564
+205
1091
$404K 0.01%
2,019
-330
1092
$404K 0.01%
7,819
+2,132
1093
$403K 0.01%
+12,533
1094
$402K 0.01%
19,159
+10,000
1095
$402K 0.01%
5,326
+87
1096
$402K 0.01%
17,452
+4,742
1097
$401K 0.01%
1,216
-35
1098
$398K 0.01%
4,440
-387
1099
$398K 0.01%
9,757
+84
1100
$398K 0.01%
8,040
+828
42 43
44
45 46