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
1351
$268K 0.01%
+10,808
1352
$267K 0.01%
10,334
+966
1353
$267K 0.01%
8,509
-3,679
1354
$266K 0.01%
125,943
+333
1355
$266K 0.01%
5,296
-2,604
1356
$266K 0.01%
4,966
-59
1357
$264K 0.01%
5,793
-135
1358
$263K 0.01%
3,100
-189
1359
$263K 0.01%
22,966
+3,284
1360
$262K 0.01%
7,947
1361
$262K 0.01%
30,594
-1,742
1362
$261K 0.01%
4,818
-495
1363
$261K 0.01%
7,983
-6,204
1364
$260K 0.01%
113,050
+1,000
1365
$260K 0.01%
37,330
-4,705
1366
$259K 0.01%
881
-9
1367
$259K 0.01%
2,335
-978
1368
$258K 0.01%
14,504
-5,924
1369
$258K 0.01%
+13,214
1370
$257K 0.01%
31,706
-3,862
1371
$257K 0.01%
20,723
+7,642
1372
$257K 0.01%
5,024
-5,335
1373
$256K 0.01%
2,088
-1,494
1374
$256K 0.01%
4,065
-505
1375
$255K 0.01%
26,728
+1,065
53 54
55
56 57