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
$86B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,604
New
Increased
Reduced
Closed

Top Buys

1 +$1.38B
2 +$1.19B
3 +$989M
4
VTV icon
Vanguard Value ETF
VTV
+$783M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$762M

Sector Composition

1 Technology 10.21%
2 Financials 4.22%
3 Consumer Discretionary 3.2%
4 Industrials 2.8%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EWBC icon
1426
East-West Bancorp
EWBC
$15.7B
$4.83M 0.01%
45,375
+13,306
KBWP icon
1427
Invesco KBW Property & Casualty Insurance ETF
KBWP
$419M
$4.83M 0.01%
39,048
+18,741
PPG icon
1428
PPG Industries
PPG
$23.3B
$4.82M 0.01%
45,853
+9,345
SLF icon
1429
Sun Life Financial
SLF
$34.1B
$4.82M 0.01%
80,219
+15,849
XTEN icon
1430
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$763M
$4.81M 0.01%
103,057
+5,466
DT icon
1431
Dynatrace
DT
$13.3B
$4.8M 0.01%
99,161
+26,073
BTCO icon
1432
Invesco Galaxy Bitcoin ETF
BTCO
$711M
$4.8M 0.01%
42,105
-24,322
APCB icon
1433
ActivePassive Core Bond ETF
APCB
$894M
$4.8M 0.01%
160,725
+16,984
LSAT icon
1434
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$76.4M
$4.79M 0.01%
115,740
+9,194
COHR icon
1435
Coherent
COHR
$27.5B
$4.77M 0.01%
44,296
+3,945
BUFB icon
1436
Innovator Laddered Allocation Buffer ETF
BUFB
$216M
$4.77M 0.01%
133,458
-1,304
PKW icon
1437
Invesco BuyBack Achievers ETF
PKW
$1.53B
$4.77M 0.01%
35,968
+8,470
TER icon
1438
Teradyne
TER
$30.1B
$4.75M 0.01%
34,505
+15,592
EQR icon
1439
Equity Residential
EQR
$23.1B
$4.75M 0.01%
73,319
+25,289
MSCI icon
1440
MSCI
MSCI
$41.4B
$4.74M 0.01%
8,358
+1,404
GBTC icon
1441
Grayscale Bitcoin Trust
GBTC
$35B
$4.74M 0.01%
+52,757
XCCC icon
1442
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$281M
$4.74M 0.01%
120,653
+6,477
ARW icon
1443
Arrow Electronics
ARW
$5.81B
$4.73M 0.01%
39,095
+30,085
TOL icon
1444
Toll Brothers
TOL
$13.1B
$4.73M 0.01%
34,223
+2,203
PFM icon
1445
Invesco Dividend Achievers ETF
PFM
$745M
$4.73M 0.01%
93,158
+39,317
DWX icon
1446
SPDR S&P International Dividend ETF
DWX
$499M
$4.71M 0.01%
110,375
+18,525
CMS icon
1447
CMS Energy
CMS
$21.3B
$4.71M 0.01%
64,256
+27,660
DBA icon
1448
Invesco DB Agriculture Fund
DBA
$747M
$4.7M 0.01%
175,654
+77,435
EZM icon
1449
WisdomTree US MidCap Fund
EZM
$822M
$4.7M 0.01%
71,262
+15,363
FRT icon
1450
Federal Realty Investment Trust
FRT
$8.64B
$4.69M 0.01%
46,278
+32,304