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
1251
$308K 0.01%
2,497
-99
1252
$306K 0.01%
+4,208
1253
$306K 0.01%
28,763
-12,580
1254
$306K 0.01%
+8,531
1255
$306K 0.01%
6,228
-412
1256
$306K 0.01%
47,787
+12
1257
$306K 0.01%
9,512
-4,109
1258
$306K 0.01%
15,263
+105
1259
$306K 0.01%
11,538
-1,467
1260
$305K 0.01%
13,749
-2,064
1261
$305K 0.01%
46,414
-44,620
1262
$304K 0.01%
3,471
+417
1263
$302K 0.01%
+15,451
1264
$302K 0.01%
5,858
-803
1265
$301K 0.01%
7,364
-210
1266
$301K 0.01%
14,460
-13,186
1267
$301K 0.01%
10,186
+3,942
1268
$300K 0.01%
7,392
+411
1269
$298K 0.01%
35,404
-13,967
1270
$297K 0.01%
5,207
1271
$297K 0.01%
4,598
-756
1272
$297K 0.01%
1,400
+39
1273
$296K 0.01%
17,703
-320
1274
$296K 0.01%
1,678
-162
1275
$295K 0.01%
13,432
49 50
51
52 53