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
1176
$352K 0.01%
5,326
-2,443
1177
$352K 0.01%
7,915
-6,768
1178
$352K 0.01%
3,378
+464
1179
$351K 0.01%
+4,496
1180
$351K 0.01%
16,775
-4,556
1181
$350K 0.01%
2,243
+15
1182
$350K 0.01%
7,600
-500
1183
$347K 0.01%
2,507,904
+669,585
1184
$347K 0.01%
25,697
-98
1185
$346K 0.01%
4,701
-4,298
1186
$346K 0.01%
8,300
1187
$346K 0.01%
11,661
+354
1188
$346K 0.01%
4,154
-112
1189
$345K 0.01%
1,666
+8
1190
$345K 0.01%
+28,282
1191
$345K 0.01%
10,106
-1,141
1192
$345K 0.01%
11,550
-1,165
1193
$345K 0.01%
46,716
+12,485
1194
$345K 0.01%
+4,616
1195
$344K 0.01%
12,190
-1,012
1196
$344K 0.01%
12,103
+3,447
1197
$342K 0.01%
18,988
+4,477
1198
$341K 0.01%
160,775
+800
1199
$340K 0.01%
7,123
-633
1200
$338K 0.01%
570
+21
46 47
48
49 50