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
1226
$323K 0.01%
2,440
+111
1227
$323K 0.01%
22,231
-195
1228
$320K 0.01%
20,820
-13,698
1229
$320K 0.01%
2,374
-174
1230
$319K 0.01%
+3,737
1231
$319K 0.01%
5,082
+25
1232
$317K 0.01%
25,613
+6,119
1233
$317K 0.01%
+51,975
1234
$317K 0.01%
7,882
+476
1235
$316K 0.01%
8,788
-1,864
1236
$315K 0.01%
7,455
+155
1237
$315K 0.01%
19,380
1238
$314K 0.01%
4,282
-29,050
1239
$314K 0.01%
133,198
-5,990
1240
$313K 0.01%
12,427
+11
1241
$313K 0.01%
1,559
-20
1242
$312K 0.01%
14,615
-4,594
1243
$312K 0.01%
10,975
+3,042
1244
$312K 0.01%
4,142
+1,123
1245
$311K 0.01%
1,017
-286
1246
$310K 0.01%
14,240
+3,196
1247
$310K 0.01%
1,981
+69
1248
$310K 0.01%
12,429
+4,062
1249
$309K 0.01%
7,391
-2,743
1250
$308K 0.01%
8,893
+561
48 49
50
51 52