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
1476
$209K ﹤0.01%
+10,277
1477
$209K ﹤0.01%
+6,277
1478
$209K ﹤0.01%
+2,480
1479
$209K ﹤0.01%
27,733
+2,717
1480
$208K ﹤0.01%
20,636
+7,889
1481
$208K ﹤0.01%
12,539
-692
1482
$207K ﹤0.01%
+7,215
1483
$206K ﹤0.01%
2,232
-242
1484
$206K ﹤0.01%
14,572
+1,171
1485
$206K ﹤0.01%
4,489
-1,563
1486
$206K ﹤0.01%
21,324
-1,094
1487
$206K ﹤0.01%
17,155
-4,462
1488
$206K ﹤0.01%
3,651
-345
1489
$206K ﹤0.01%
31,024
1490
$205K ﹤0.01%
4,100
-1,598
1491
$205K ﹤0.01%
29,702
+12,397
1492
$205K ﹤0.01%
9,580
-250
1493
$205K ﹤0.01%
10,422
+16
1494
$204K ﹤0.01%
3,504
+76
1495
$204K ﹤0.01%
10,768
-1,494
1496
$204K ﹤0.01%
+12,606
1497
$203K ﹤0.01%
2,166
-305
1498
$203K ﹤0.01%
5,450
-1,209
1499
$202K ﹤0.01%
36,909
+9,320
1500
$202K ﹤0.01%
3,995
58 59
60
61 62