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
126
$8.52M 0.17%
195,006
-19,165
127
$8.36M 0.17%
188,200
-6,090
128
$8.22M 0.16%
76,679
+19,976
129
$8.22M 0.16%
245,391
+56,410
130
$8.17M 0.16%
161,171
+28,765
131
$8.13M 0.16%
336,702
-13,514
132
$8.12M 0.16%
113,740
-26,145
133
$8M 0.16%
48,502
+1,981
134
$7.96M 0.16%
204,356
-15,581
135
$7.78M 0.16%
124,271
+7,421
136
$7.65M 0.15%
244,121
-5,173
137
$7.59M 0.15%
539,788
-85,282
138
$7.58M 0.15%
388,407
-51,303
139
$7.5M 0.15%
93,426
+3,143
140
$7.49M 0.15%
42,992
-20,796
141
$7.48M 0.15%
129,292
+69,843
142
$7.41M 0.15%
58,248
+15,441
143
$7.36M 0.15%
108,257
-10,162
144
$7.34M 0.15%
419,405
+18,228
145
$7.27M 0.15%
245,452
-2,896
146
$7.24M 0.14%
426,954
+6,481
147
$7.23M 0.14%
608,527
-98,583
148
$7.18M 0.14%
44,476
-6,773
149
$7.17M 0.14%
394,901
-250
150
$7.05M 0.14%
292,151
+70,268
4 5
6
7 8