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
1701
$1K ﹤0.01%
+5,368
1702
$1K ﹤0.01%
10,748
+7,373
1703
$1K ﹤0.01%
8,018
+4,261
1704
$1K ﹤0.01%
38,172
+22,348
1705
$1K ﹤0.01%
26,374
+13,977
1706
$1K ﹤0.01%
1,438
+667
1707
$1K ﹤0.01%
11,254
+5,613
1708
$1K ﹤0.01%
4,550
+2,015
1709
$1K ﹤0.01%
22,778
-2,030
1710
$1K ﹤0.01%
40,682
+8,102
1711
$1K ﹤0.01%
41,968
+246
1712
$1K ﹤0.01%
13,614
+6,969
1713
– –
-127,218
1714
– –
-3,750
1715
– –
-2,825
1716
– –
-18,472
1717
– –
-7,437
1718
– –
-6,327
1719
– –
-8,503
1720
– –
-152,072
1721
– –
-3,575
1722
– –
-1,418
1723
– –
-6,932
1724
– –
-18,129
1725
– –
-11,708
67 68
69
70 71