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
1676
$4K ﹤0.01%
32,802
+15,913
1677
$4K ﹤0.01%
+10,000
1678
$3K ﹤0.01%
16,456
-3,153
1679
$3K ﹤0.01%
12,990
+6,383
1680
$3K ﹤0.01%
15,276
+6,446
1681
$3K ﹤0.01%
59,164
+28,169
1682
$3K ﹤0.01%
35,375
-46,402
1683
$2K ﹤0.01%
63,536
+29,432
1684
$2K ﹤0.01%
146
1685
$2K ﹤0.01%
40,746
+20,752
1686
$2K ﹤0.01%
59,578
+23,592
1687
$2K ﹤0.01%
114,596
+77,303
1688
$2K ﹤0.01%
11,334
+5,431
1689
$2K ﹤0.01%
73,576
+58,770
1690
$2K ﹤0.01%
42,614
+23,217
1691
$2K ﹤0.01%
18,557
1692
$1K ﹤0.01%
72,378
+45,636
1693
$1K ﹤0.01%
8,754
+4,315
1694
$1K ﹤0.01%
55,064
+33,301
1695
$1K ﹤0.01%
48,245
+31,586
1696
$1K ﹤0.01%
31,956
+19,474
1697
$1K ﹤0.01%
26,292
+14,478
1698
$1K ﹤0.01%
31,570
+17,285
1699
$1K ﹤0.01%
27,968
+7,301
1700
$1K ﹤0.01%
12,788
+4,609
66 67
68
69 70