Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.08B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$31.3M
3
+$22.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$19.7M

Top Sells

1
+$46M
2
+$34.5M
3
+$20.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.4M

Sector Composition

1 Technology 10.64%
2 Healthcare 5.26%
3 Financials 4.91%
4 Consumer Discretionary 4.57%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$286K 0.01%
+3,666
1277
$286K 0.01%
10,598
-1,779
1278
$285K 0.01%
+14,753
1279
$285K 0.01%
43,870
+2,764
1280
$284K 0.01%
8,494
-439
1281
$284K 0.01%
3,800
-28
1282
$284K 0.01%
8,840
-536
1283
$283K 0.01%
1,716
-132
1284
$282K 0.01%
3,893
-147
1285
$282K 0.01%
12,434
-1,305
1286
$282K 0.01%
2,904
-248
1287
$281K 0.01%
6,154
1288
$280K 0.01%
5,566
-164
1289
$279K 0.01%
+2,829
1290
$279K 0.01%
+11,435
1291
$279K 0.01%
+3,654
1292
$277K 0.01%
4,020
+1,786
1293
$276K 0.01%
+5,216
1294
$276K 0.01%
3,175
-1,205
1295
$276K 0.01%
+2,017
1296
$276K 0.01%
+3,078
1297
$276K 0.01%
5,773
+387
1298
$275K 0.01%
+4,437
1299
$273K 0.01%
8,043
-887
1300
$272K 0.01%
20,623
-260
50 51
52
53 54