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
1501
$202K ﹤0.01%
15,193
-933
1502
$201K ﹤0.01%
5,030
+1,160
1503
$201K ﹤0.01%
7,805
+200
1504
$201K ﹤0.01%
6,898
-2,364
1505
$194K ﹤0.01%
+17,876
1506
$192K ﹤0.01%
11,398
+2,305
1507
$191K ﹤0.01%
15,962
-1,993
1508
$189K ﹤0.01%
10,300
-555
1509
$185K ﹤0.01%
20,162
+1,132
1510
$183K ﹤0.01%
685,902
+340,619
1511
$182K ﹤0.01%
11,631
-3,921
1512
$180K ﹤0.01%
+11,523
1513
$180K ﹤0.01%
50,194
+21,463
1514
$178K ﹤0.01%
10,360
-417
1515
$178K ﹤0.01%
15,288
-5,073
1516
$177K ﹤0.01%
13,377
+263
1517
$177K ﹤0.01%
17,503
-81
1518
$177K ﹤0.01%
18,231
-4,278
1519
$175K ﹤0.01%
27,657
-9,829
1520
$172K ﹤0.01%
24,123
-5,537
1521
$167K ﹤0.01%
10,181
-2,079
1522
$165K ﹤0.01%
20,816
+426
1523
$165K ﹤0.01%
+18,135
1524
$165K ﹤0.01%
29,868
-4,454
1525
$164K ﹤0.01%
30,123
+2,234
59 60
61
62 63