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
$613M
AUM Growth
-$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$3.28M
3
+$2.95M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.64M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.45M

Top Sells

1
+$3.15M
2
+$2.09M
3
+$2.04M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.92M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.86M

Sector Composition

1 Technology 5.67%
2 Financials 3.93%
3 Healthcare 3.8%
4 Industrials 3.67%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.3M 0.21%
+19,310
127
$1.29M 0.21%
8,054
+557
128
$1.24M 0.2%
48,750
+1,570
129
$1.23M 0.2%
19,912
-16,015
130
$1.19M 0.19%
42,114
-5,860
131
$1.18M 0.19%
15,068
+213
132
$1.15M 0.19%
16,696
+1,854
133
$1.15M 0.19%
8,600
+30
134
$1.14M 0.19%
29,754
-7,088
135
$1.13M 0.18%
25,106
-949
136
$1.13M 0.18%
12,264
-949
137
$1.11M 0.18%
26,991
-746
138
$1.1M 0.18%
12,111
-466
139
$1.1M 0.18%
16,416
-2,496
140
$1.1M 0.18%
10,010
-393
141
$1.08M 0.18%
10,716
-44
142
$1.08M 0.18%
23,088
-317
143
$1.07M 0.18%
19,889
-1,139
144
$1.07M 0.18%
20,714
+684
145
$1.05M 0.17%
7,428
+234
146
$1.02M 0.17%
11,904
+318
147
$1.01M 0.16%
11,645
+1,530
148
$998K 0.16%
17,578
+8,402
149
$997K 0.16%
8,960
+372
150
$974K 0.16%
22,210
+989
4 5
6
7 8