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
1401
$243K ﹤0.01%
9,467
-368
1402
$243K ﹤0.01%
8,006
+736
1403
$243K ﹤0.01%
1,159
+203
1404
$242K ﹤0.01%
5,201
-7,612
1405
$242K ﹤0.01%
28,441
+4,721
1406
$242K ﹤0.01%
2,669
-1,721
1407
$241K ﹤0.01%
584
-63
1408
$241K ﹤0.01%
+8,264
1409
$240K ﹤0.01%
7,029
+1,152
1410
$239K ﹤0.01%
3,074
-241
1411
$239K ﹤0.01%
60
-4
1412
$238K ﹤0.01%
+8,243
1413
$238K ﹤0.01%
+9,624
1414
$238K ﹤0.01%
2,950
-247
1415
$238K ﹤0.01%
+748
1416
$237K ﹤0.01%
3,849
-234
1417
$236K ﹤0.01%
6,863
-2,436
1418
$234K ﹤0.01%
11,452
-2,178
1419
$232K ﹤0.01%
10,270
-2,890
1420
$231K ﹤0.01%
4,724
+173
1421
$231K ﹤0.01%
4,686
+181
1422
$231K ﹤0.01%
37,211
+2,719
1423
$231K ﹤0.01%
23,320
+800
1424
$230K ﹤0.01%
8,294
+1,220
1425
$230K ﹤0.01%
878
-27
55 56
57
58 59