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
1601
$80K ﹤0.01%
1,226
+70
1602
$80K ﹤0.01%
17,219
+233
1603
$76K ﹤0.01%
25,950
1604
$75K ﹤0.01%
11,450
1605
$66K ﹤0.01%
16,402
1606
$66K ﹤0.01%
20,000
+1,000
1607
$64K ﹤0.01%
46,243
+575
1608
$62K ﹤0.01%
16,885
+194
1609
$62K ﹤0.01%
10,665
+140
1610
$59K ﹤0.01%
1,039
+304
1611
$59K ﹤0.01%
20,492
-87,850
1612
$57K ﹤0.01%
583,964
+276,106
1613
$55K ﹤0.01%
5,844
+1,616
1614
$54K ﹤0.01%
978
-818
1615
$54K ﹤0.01%
18,995
1616
$49K ﹤0.01%
3,953
-6,663
1617
$49K ﹤0.01%
10,925
+350
1618
$43K ﹤0.01%
694
1619
$41K ﹤0.01%
10,000
1620
$40K ﹤0.01%
16,832
+572
1621
$38K ﹤0.01%
+13,106
1622
$37K ﹤0.01%
11,400
1623
$36K ﹤0.01%
+13,400
1624
$36K ﹤0.01%
10,000
1625
$34K ﹤0.01%
125,580
+53,703
63 64
65
66 67