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
101
$11.1M 0.22%
276,532
-12,117
102
$11.1M 0.22%
28,616
-5,796
103
$10.9M 0.22%
708,850
-72,947
104
$10.8M 0.22%
390,160
+7,240
105
$10.8M 0.22%
467,159
+22,811
106
$10.7M 0.21%
87,909
-1,122
107
$10.4M 0.21%
218,258
-1,796
108
$10.4M 0.21%
129,720
-21,359
109
$10.2M 0.2%
198,547
+32,299
110
$9.93M 0.2%
60,792
-11,264
111
$9.48M 0.19%
70,158
-9,294
112
$9.48M 0.19%
105,447
+2,319
113
$9.43M 0.19%
175,732
+3,188
114
$9.42M 0.19%
363,542
-174,214
115
$9.19M 0.18%
113,449
+3,411
116
$9.15M 0.18%
147,166
+77
117
$8.96M 0.18%
66,076
-74,875
118
$8.92M 0.18%
133,695
+12,830
119
$8.79M 0.18%
630,376
-1,524
120
$8.79M 0.18%
168,936
+47,449
121
$8.71M 0.17%
155,515
-26,359
122
$8.71M 0.17%
37,749
-10,954
123
$8.69M 0.17%
103,125
-38,728
124
$8.64M 0.17%
177,409
-28,364
125
$8.64M 0.17%
385,866
+28,934
3 4
5
6 7