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
$613M
AUM Growth
-$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$3.28M
3
+$2.95M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.64M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.45M

Top Sells

1
+$3.15M
2
+$2.09M
3
+$2.04M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.92M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.86M

Sector Composition

1 Technology 5.67%
2 Financials 3.93%
3 Healthcare 3.8%
4 Industrials 3.67%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.65M 0.27%
16,822
+1,070
102
$1.62M 0.26%
32,581
-10,942
103
$1.62M 0.26%
30,501
+5,910
104
$1.6M 0.26%
36,854
+38
105
$1.55M 0.25%
61,442
+2,339
106
$1.54M 0.25%
29,338
-12,152
107
$1.54M 0.25%
29,595
+230
108
$1.53M 0.25%
64,398
-34,355
109
$1.52M 0.25%
29,861
+1,996
110
$1.52M 0.25%
29,460
-100
111
$1.5M 0.24%
9,403
+110
112
$1.49M 0.24%
22,383
-3,329
113
$1.48M 0.24%
7,278
+295
114
$1.46M 0.24%
38,540
-3,732
115
$1.42M 0.23%
17,566
-751
116
$1.42M 0.23%
38,285
+68
117
$1.42M 0.23%
12,527
-10,784
118
$1.41M 0.23%
19,540
+8
119
$1.41M 0.23%
11,082
+258
120
$1.36M 0.22%
24,085
-2,562
121
$1.36M 0.22%
18,566
-919
122
$1.32M 0.22%
87,332
+12,212
123
$1.31M 0.21%
22,774
-566
124
$1.31M 0.21%
4,998
-256
125
$1.3M 0.21%
+21,337
3 4
5
6 7