Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.08B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$31.3M
3
+$22.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$19.7M

Top Sells

1
+$46M
2
+$34.5M
3
+$20.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.4M

Sector Composition

1 Technology 10.64%
2 Healthcare 5.26%
3 Financials 4.91%
4 Consumer Discretionary 4.57%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$205K ﹤0.01%
6,330
-554
1477
$205K ﹤0.01%
980
-1,086
1478
$205K ﹤0.01%
9,469
1479
$204K ﹤0.01%
1,120
-1,629
1480
$203K ﹤0.01%
1,824
-240
1481
$203K ﹤0.01%
1,300
-616
1482
$203K ﹤0.01%
+2,146
1483
$202K ﹤0.01%
+13,479
1484
$201K ﹤0.01%
4,776
-1,577
1485
$200K ﹤0.01%
+4,288
1486
$200K ﹤0.01%
+956
1487
$200K ﹤0.01%
5,306
-1,379
1488
$198K ﹤0.01%
+22,994
1489
$195K ﹤0.01%
+13,079
1490
$194K ﹤0.01%
14,155
-4,207
1491
$193K ﹤0.01%
10,809
+5,717
1492
$190K ﹤0.01%
12,279
-811
1493
$190K ﹤0.01%
14,887
+247
1494
$187K ﹤0.01%
+10,172
1495
$183K ﹤0.01%
20,787
+4,078
1496
$182K ﹤0.01%
19,387
-1,395
1497
$181K ﹤0.01%
15,446
+579
1498
$180K ﹤0.01%
+22,690
1499
$180K ﹤0.01%
+10,879
1500
$179K ﹤0.01%
17,392
+347
58 59
60
61 62