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
1551
$103K ﹤0.01%
12,647
+2,208
1552
$102K ﹤0.01%
+18,923
1553
$101K ﹤0.01%
10,823
-272
1554
$100K ﹤0.01%
29,631
-401
1555
$97K ﹤0.01%
+10,795
1556
$97K ﹤0.01%
+1,172
1557
$94K ﹤0.01%
2,558
-1,166
1558
$93K ﹤0.01%
19,531
+1,350
1559
$92K ﹤0.01%
+833
1560
$90K ﹤0.01%
+13,813
1561
$90K ﹤0.01%
17,745
-4,711
1562
$86K ﹤0.01%
3,495
-150
1563
$82K ﹤0.01%
14,604
-1,660
1564
$79K ﹤0.01%
17,109
+109
1565
$77K ﹤0.01%
347
-557
1566
$75K ﹤0.01%
+20
1567
$73K ﹤0.01%
18,560
-6,491
1568
$73K ﹤0.01%
6,882
-14,494
1569
$72K ﹤0.01%
+17,954
1570
$72K ﹤0.01%
14,871
+653
1571
$70K ﹤0.01%
11,477
1572
$65K ﹤0.01%
15,110
-850
1573
$63K ﹤0.01%
27,037
-5,373
1574
$63K ﹤0.01%
+1,421
1575
$62K ﹤0.01%
+502
61 62
63
64 65