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
1301
$284K 0.01%
7,637
-26,686
1302
$284K 0.01%
3,666
+306
1303
$284K 0.01%
27,390
+4,266
1304
$283K 0.01%
801
+199
1305
$283K 0.01%
42,109
+11
1306
$283K 0.01%
23,955
-1,216
1307
$282K 0.01%
6,482
-116
1308
$282K 0.01%
6,421
-44
1309
$281K 0.01%
18,349
-1,342
1310
$280K 0.01%
3,673
-39
1311
$280K 0.01%
2,831
+20
1312
$279K 0.01%
13,854
+33
1313
$279K 0.01%
8,000
1314
$278K 0.01%
7,529
1315
$278K 0.01%
4,211
-695
1316
$278K 0.01%
22,942
-9,268
1317
$277K 0.01%
+12,187
1318
$277K 0.01%
+5,678
1319
$277K 0.01%
8,227
+10
1320
$277K 0.01%
20,300
-238
1321
$276K 0.01%
9,195
-2,522
1322
$276K 0.01%
13,921
+936
1323
$275K 0.01%
6,804
-317
1324
$275K 0.01%
5,007
-23
1325
$275K 0.01%
9,363
-1,293
51 52
53
54 55