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
1526
$162K ﹤0.01%
1,298
+952
1527
$162K ﹤0.01%
32,474
+3,643
1528
$160K ﹤0.01%
+10,212
1529
$159K ﹤0.01%
90,485
-16,291
1530
$158K ﹤0.01%
19,531
-17,790
1531
$157K ﹤0.01%
14,814
+1,500
1532
$157K ﹤0.01%
10,859
-4,000
1533
$155K ﹤0.01%
41,562
+1,708
1534
$154K ﹤0.01%
42,965
+7,162
1535
$153K ﹤0.01%
13,985
-3,488
1536
$152K ﹤0.01%
11,219
-2,903
1537
$148K ﹤0.01%
13,115
+2,392
1538
$147K ﹤0.01%
9,370
-4,286
1539
$147K ﹤0.01%
13,446
-6,427
1540
$145K ﹤0.01%
19,036
-5,231
1541
$144K ﹤0.01%
13,839
+33
1542
$143K ﹤0.01%
12,518
-344
1543
$140K ﹤0.01%
19,641
-11,804
1544
$138K ﹤0.01%
+11,889
1545
$137K ﹤0.01%
10,941
-2,647
1546
$137K ﹤0.01%
24,942
+41
1547
$136K ﹤0.01%
31,933
-15,731
1548
$134K ﹤0.01%
13,456
-113
1549
$134K ﹤0.01%
12,803
-378
1550
$134K ﹤0.01%
16,262
60 61
62
63 64