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
1126
$384K 0.01%
30,575
-2,288
1127
$383K 0.01%
7,795
+203
1128
$381K 0.01%
4,311
-59
1129
$381K 0.01%
2,290
+99
1130
$381K 0.01%
1,455
-57
1131
$380K 0.01%
13,759
-1,759
1132
$379K 0.01%
11,300
+504
1133
$378K 0.01%
4,571
-21
1134
$378K 0.01%
13,393
+3,818
1135
$377K 0.01%
6,670
-2,652
1136
$376K 0.01%
20,780
-90
1137
$376K 0.01%
35,545
+4,232
1138
$376K 0.01%
6,663
+363
1139
$376K 0.01%
27,411
+3,666
1140
$375K 0.01%
7,710
-349
1141
$375K 0.01%
2,042
+509
1142
$374K 0.01%
23,713
-650
1143
$372K 0.01%
1,988
+59
1144
$371K 0.01%
5,220
-548
1145
$371K 0.01%
12,139
-3,843
1146
$369K 0.01%
8,575
-10,166
1147
$369K 0.01%
23,578
+2,406
1148
$369K 0.01%
38,755
+700
1149
$367K 0.01%
35,661
-296
1150
$367K 0.01%
6,414
-153
44 45
46
47 48