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
$613M
AUM Growth
-$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$3.28M
3
+$2.95M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.64M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.45M

Top Sells

1
+$3.15M
2
+$2.09M
3
+$2.04M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.92M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.86M

Sector Composition

1 Technology 5.67%
2 Financials 3.93%
3 Healthcare 3.8%
4 Industrials 3.67%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$973K 0.16%
5,760
-443
152
$962K 0.16%
28,971
+1,435
153
$960K 0.16%
11,386
+1,798
154
$954K 0.16%
6,994
-326
155
$952K 0.16%
285,160
+91,640
156
$944K 0.15%
5,884
+1,876
157
$929K 0.15%
11,191
-260
158
$926K 0.15%
+9,666
159
$906K 0.15%
19,633
-580
160
$885K 0.14%
6,257
+103
161
$878K 0.14%
8,886
+3,797
162
$870K 0.14%
11,692
+324
163
$870K 0.14%
23,464
+2,003
164
$867K 0.14%
57,949
+7,564
165
$864K 0.14%
5,358
+1,127
166
$838K 0.14%
5,557
+1,190
167
$836K 0.14%
10,800
+269
168
$831K 0.14%
24,377
+1,941
169
$829K 0.14%
8,128
-4,238
170
$829K 0.14%
5,289
-40
171
$827K 0.14%
12,092
+4,330
172
$823K 0.13%
7,081
-153
173
$819K 0.13%
12,394
+2,269
174
$819K 0.13%
16,546
+1,283
175
$818K 0.13%
22,052
+220
5 6
7
8 9