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
1376
$255K 0.01%
6,592
-350
1377
$255K 0.01%
4,363
-53
1378
$254K 0.01%
5,081
-826
1379
$254K 0.01%
+10,907
1380
$253K 0.01%
7,812
+337
1381
$252K 0.01%
+1,678
1382
$252K 0.01%
5,361
-1,263
1383
$251K 0.01%
54,017
+2,539
1384
$251K 0.01%
18,295
+2,032
1385
$250K 0.01%
7,306
-392
1386
$249K 0.01%
8,850
-2,000
1387
$249K 0.01%
5,084
-1,002
1388
$246K ﹤0.01%
5,704
+441
1389
$246K ﹤0.01%
11,531
-1,228
1390
$246K ﹤0.01%
11,786
+298
1391
$246K ﹤0.01%
+2,382
1392
$245K ﹤0.01%
3,297
-3,029
1393
$245K ﹤0.01%
4,102
+45
1394
$245K ﹤0.01%
3,888
-1,451
1395
$245K ﹤0.01%
7,034
-32
1396
$245K ﹤0.01%
960
+79
1397
$245K ﹤0.01%
5,905
+508
1398
$244K ﹤0.01%
+1,486
1399
$243K ﹤0.01%
+4,376
1400
$243K ﹤0.01%
2,252
-1,441
54 55
56
57 58