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
1576
$110K ﹤0.01%
11,798
+1,000
1577
$109K ﹤0.01%
4,230
-3
1578
$108K ﹤0.01%
10,211
1579
$108K ﹤0.01%
11,016
-4,124
1580
$106K ﹤0.01%
941,998
+328,206
1581
$105K ﹤0.01%
17,105
+2,485
1582
$105K ﹤0.01%
23,733
-430
1583
$101K ﹤0.01%
26,592
+899
1584
$100K ﹤0.01%
14,997
-4,647
1585
$100K ﹤0.01%
10,521
-18,776
1586
$97K ﹤0.01%
+10,853
1587
$97K ﹤0.01%
+10,847
1588
$97K ﹤0.01%
35,390
+1,483
1589
$93K ﹤0.01%
12,798
+723
1590
$93K ﹤0.01%
24,846
+3,346
1591
$93K ﹤0.01%
19,694
-66,500
1592
$90K ﹤0.01%
3,977
-1,183
1593
$89K ﹤0.01%
14,588
-7,629
1594
$87K ﹤0.01%
19,368
+285
1595
$86K ﹤0.01%
12,444
-4,210
1596
$86K ﹤0.01%
13,047
1597
$83K ﹤0.01%
17,709
+25
1598
$83K ﹤0.01%
16,558
-42
1599
$83K ﹤0.01%
13,690
-15,111
1600
$82K ﹤0.01%
10,104
-1,298
62 63
64
65 66