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
1276
$294K 0.01%
17,628
-1,430
1277
$293K 0.01%
3,750
-187
1278
$293K 0.01%
9,448
+1,974
1279
$293K 0.01%
18,348
-4,203
1280
$292K 0.01%
6,866
-361
1281
$292K 0.01%
8,760
-21,076
1282
$292K 0.01%
4,059
-228
1283
$291K 0.01%
10,159
-5,771
1284
$291K 0.01%
5,693
+484
1285
$290K 0.01%
135,400
+8,400
1286
$290K 0.01%
26,713
-6,138
1287
$290K 0.01%
5,784
+147
1288
$290K 0.01%
12,189
+1,335
1289
$290K 0.01%
863
-150
1290
$289K 0.01%
33,555
+2,427
1291
$289K 0.01%
8,895
-2,639
1292
$288K 0.01%
2,390
-564
1293
$288K 0.01%
1,448
+346
1294
$286K 0.01%
+4,587
1295
$286K 0.01%
2,902
-66
1296
$286K 0.01%
15,253
+3,470
1297
$286K 0.01%
3,514
-1,044
1298
$286K 0.01%
5,792
-2,470
1299
$285K 0.01%
12,222
+474
1300
$284K 0.01%
11,356
+504
50 51
52
53 54