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
1626
$34K ﹤0.01%
1,256
-28
1627
$32K ﹤0.01%
17,110
1628
$31K ﹤0.01%
16,255
-826
1629
$31K ﹤0.01%
+10,529
1630
$29K ﹤0.01%
190,400
1631
$28K ﹤0.01%
+253
1632
$25K ﹤0.01%
23
-2
1633
$24K ﹤0.01%
13,332
-1,900
1634
$24K ﹤0.01%
10,000
1635
$23K ﹤0.01%
1,856
1636
$22K ﹤0.01%
233
+41
1637
$20K ﹤0.01%
131,562
+45,906
1638
$18K ﹤0.01%
77,910
+38,282
1639
$18K ﹤0.01%
17,976
-300
1640
$17K ﹤0.01%
267,250
+99,874
1641
$17K ﹤0.01%
74,934
+30,228
1642
$16K ﹤0.01%
513,308
+20,053
1643
$16K ﹤0.01%
981,054
+490,142
1644
$15K ﹤0.01%
960
+89
1645
$15K ﹤0.01%
124,030
+35,038
1646
$15K ﹤0.01%
379
-300
1647
$14K ﹤0.01%
11,000
1648
$13K ﹤0.01%
156,362
+71,929
1649
$12K ﹤0.01%
144,614
+36,517
1650
$11K ﹤0.01%
+869
64 65
66
67 68