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
1201
$338K 0.01%
8,721
+212
1202
$337K 0.01%
26,935
-4,209
1203
$336K 0.01%
13,483
-5,958
1204
$335K 0.01%
19,771
+4,959
1205
$335K 0.01%
+7,759
1206
$335K 0.01%
5,897
+615
1207
$334K 0.01%
2,890
-415
1208
$333K 0.01%
30,302
-502
1209
$333K 0.01%
3,699
-593
1210
$333K 0.01%
11,595
-1,659
1211
$333K 0.01%
10,676
+196
1212
$332K 0.01%
24,599
+423
1213
$330K 0.01%
25,725
-550
1214
$330K 0.01%
7,485
-2,852
1215
$329K 0.01%
+10,777
1216
$328K 0.01%
1,214
+42
1217
$327K 0.01%
28,977
+10,499
1218
$327K 0.01%
8,722
-767
1219
$327K 0.01%
2,957
-735
1220
$326K 0.01%
8,693
-4,296
1221
$326K 0.01%
5,435
-23,617
1222
$326K 0.01%
20,703
-5,203
1223
$326K 0.01%
10,600
+2,185
1224
$325K 0.01%
4,019
-34
1225
$324K 0.01%
7,750
-5,087
47 48
49
50 51