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
1101
$398K 0.01%
10,183
+2,848
1102
$397K 0.01%
40,531
+197
1103
$396K 0.01%
8,777
+652
1104
$396K 0.01%
8,597
-337
1105
$396K 0.01%
30,919
+11,730
1106
$396K 0.01%
29,349
+8,013
1107
$395K 0.01%
4,651
-404
1108
$395K 0.01%
4,683
-5,679
1109
$394K 0.01%
1,777
-544
1110
$394K 0.01%
9,429
-227
1111
$393K 0.01%
26,132
-2,832
1112
$392K 0.01%
45,796
-1,991
1113
$392K 0.01%
9,699
-1,653
1114
$392K 0.01%
1,592
+85
1115
$391K 0.01%
18,208
-7,899
1116
$389K 0.01%
14,754
-295
1117
$388K 0.01%
4,329
+12
1118
$387K 0.01%
3,344
+365
1119
$387K 0.01%
16,102
+4,412
1120
$387K 0.01%
357
-85
1121
$386K 0.01%
14,447
+1,390
1122
$385K 0.01%
4,353
+510
1123
$385K 0.01%
9,703
-1,733
1124
$385K 0.01%
6,035
-484
1125
$384K 0.01%
4,620
-1,547
43 44
45
46 47