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
1451
$219K ﹤0.01%
11,700
-6,913
1452
$219K ﹤0.01%
4,225
-135
1453
$218K ﹤0.01%
7,417
-76
1454
$218K ﹤0.01%
3,665
-392
1455
$217K ﹤0.01%
2,480
-1,400
1456
$216K ﹤0.01%
2,844
-1,367
1457
$216K ﹤0.01%
5,906
-9,224
1458
$216K ﹤0.01%
713
-255
1459
$216K ﹤0.01%
11,000
-2,000
1460
$216K ﹤0.01%
+10,650
1461
$216K ﹤0.01%
2,928
-978
1462
$216K ﹤0.01%
2,432
-2,216
1463
$215K ﹤0.01%
3,015
-5,380
1464
$214K ﹤0.01%
9,548
+2
1465
$213K ﹤0.01%
+7,904
1466
$213K ﹤0.01%
16,201
-15,658
1467
$213K ﹤0.01%
6,662
-346
1468
$213K ﹤0.01%
2,714
+96
1469
$213K ﹤0.01%
+7,684
1470
$212K ﹤0.01%
3,504
-214
1471
$212K ﹤0.01%
2,626
-323
1472
$212K ﹤0.01%
15,240
+2,146
1473
$211K ﹤0.01%
12,258
-6,200
1474
$210K ﹤0.01%
10,130
-141
1475
$210K ﹤0.01%
+7,575
57 58
59
60 61