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
1651
$11K ﹤0.01%
10,400
1652
$10K ﹤0.01%
339,716
+152,030
1653
$9K ﹤0.01%
10,000
1654
$9K ﹤0.01%
353,452
+161,912
1655
$9K ﹤0.01%
154,008
+72,431
1656
$8K ﹤0.01%
1,000
1657
$8K ﹤0.01%
61,780
+24,463
1658
$8K ﹤0.01%
179,010
+95,904
1659
$8K ﹤0.01%
+1,600
1660
$7K ﹤0.01%
54,408
+26,766
1661
$6K ﹤0.01%
+11
1662
$6K ﹤0.01%
76,508
+37,966
1663
$5K ﹤0.01%
49,098
+23,520
1664
$5K ﹤0.01%
67,118
+36,077
1665
$5K ﹤0.01%
58,750
+27,072
1666
$5K ﹤0.01%
41,830
+18,727
1667
$5K ﹤0.01%
84,094
+32,054
1668
$5K ﹤0.01%
62,102
+27,941
1669
$5K ﹤0.01%
275,238
+131,055
1670
– –
0
1671
$5K ﹤0.01%
1,312
+437
1672
$4K ﹤0.01%
31,546
+14,985
1673
$4K ﹤0.01%
13,598
+4,760
1674
$4K ﹤0.01%
28,422
+9,506
1675
$4K ﹤0.01%
9,382
+2,316
65 66
67
68 69