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
1426
$230K ﹤0.01%
4,600
-4,895
1427
$229K ﹤0.01%
6,462
-47
1428
$229K ﹤0.01%
12,230
+35
1429
$228K ﹤0.01%
16,201
+8
1430
$228K ﹤0.01%
7,968
-3,334
1431
$228K ﹤0.01%
3,175
+15
1432
$228K ﹤0.01%
3,437,248
+1,803,684
1433
$228K ﹤0.01%
3,028
-888
1434
$227K ﹤0.01%
29,385
1435
$227K ﹤0.01%
1,337
-822
1436
$226K ﹤0.01%
9,357
-91
1437
$225K ﹤0.01%
21,884
-4,804
1438
$225K ﹤0.01%
8,401
-70
1439
$224K ﹤0.01%
3,186
-270
1440
$224K ﹤0.01%
30,737
1441
$223K ﹤0.01%
1,994
-140
1442
$223K ﹤0.01%
10,476
-1,977
1443
$221K ﹤0.01%
2,693
-22
1444
$221K ﹤0.01%
2,945
1445
$221K ﹤0.01%
4,253
-3,265
1446
$220K ﹤0.01%
26,610
-369
1447
$220K ﹤0.01%
5,584
+851
1448
$220K ﹤0.01%
2,913
-142
1449
$220K ﹤0.01%
3,849
+113
1450
$220K ﹤0.01%
+9,451
56 57
58
59 60