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
1551
$132K ﹤0.01%
73,797
+8,496
1552
$131K ﹤0.01%
21,330
+280
1553
$129K ﹤0.01%
11,434
-1,691
1554
$128K ﹤0.01%
+10,054
1555
$128K ﹤0.01%
13,195
-1,782
1556
$127K ﹤0.01%
+10,001
1557
$125K ﹤0.01%
15,036
-1,103
1558
$124K ﹤0.01%
34,000
-2,000
1559
$124K ﹤0.01%
12,379
+87
1560
$124K ﹤0.01%
11,957
-470
1561
$123K ﹤0.01%
13,141
-1,728
1562
$122K ﹤0.01%
10,982
-7,424
1563
$121K ﹤0.01%
18,745
-4,634
1564
$121K ﹤0.01%
48,845
+1,770
1565
$120K ﹤0.01%
13,319
-2,755
1566
$118K ﹤0.01%
21,481
-85,271
1567
$116K ﹤0.01%
14,339
+236
1568
$116K ﹤0.01%
11,793
-8,727
1569
$116K ﹤0.01%
16,566
+2,326
1570
$115K ﹤0.01%
+11,795
1571
$114K ﹤0.01%
11,225
-3,000
1572
$113K ﹤0.01%
9,363
-2,468
1573
$111K ﹤0.01%
18,824
+200
1574
$111K ﹤0.01%
12,231
-4,500
1575
$111K ﹤0.01%
12,298
-38
61 62
63
64 65