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
1151
$366K 0.01%
10,118
-112
1152
$365K 0.01%
10,715
+83
1153
$364K 0.01%
7,226
-60
1154
$364K 0.01%
16,472
+2,415
1155
$364K 0.01%
+12,375
1156
$362K 0.01%
103,300
-50
1157
$362K 0.01%
31,673
+8,993
1158
$361K 0.01%
11,063
-1,966
1159
$361K 0.01%
4,373
-41
1160
$361K 0.01%
12,412
+63
1161
$360K 0.01%
16,823
+600
1162
$360K 0.01%
29,494
+3,525
1163
$360K 0.01%
51,238
-10,263
1164
$360K 0.01%
+17,738
1165
$359K 0.01%
5,505
-510
1166
$359K 0.01%
10,125
+3,475
1167
$359K 0.01%
6,371
-3,161
1168
$358K 0.01%
1,641
-344
1169
$358K 0.01%
14,544
-7,018
1170
$356K 0.01%
48,500
1171
$356K 0.01%
9,164
-1,345
1172
$355K 0.01%
13,855
-57
1173
$355K 0.01%
8,216
+628
1174
$355K 0.01%
17,887
-1,835
1175
$354K 0.01%
5,487
-2,835
45 46
47
48 49