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
1326
$275K 0.01%
16,594
+388
1327
$275K 0.01%
34,697
-1,898
1328
$275K 0.01%
11,240
-3,876
1329
$274K 0.01%
59,200
1330
$274K 0.01%
34,306
-513
1331
$274K 0.01%
5,841
+259
1332
$273K 0.01%
2,245
-215
1333
$273K 0.01%
14,727
+1,213
1334
$273K 0.01%
+1,449
1335
$273K 0.01%
18,920
-1,301
1336
$273K 0.01%
3,903
-85
1337
$272K 0.01%
3,015
+62
1338
$272K 0.01%
33,521
-2,518
1339
$271K 0.01%
748
-93
1340
$271K 0.01%
10,138
-1,331
1341
$271K 0.01%
4,262
-997
1342
$271K 0.01%
1,171
-367
1343
$271K 0.01%
25,111
-60,716
1344
$271K 0.01%
6,421
+969
1345
$270K 0.01%
8,726
+357
1346
$270K 0.01%
4,398
-7,003
1347
$270K 0.01%
838
-68
1348
$269K 0.01%
12,354
+2,102
1349
$268K 0.01%
1,363
-115
1350
$268K 0.01%
7,471
-1,853
52 53
54
55 56