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
151
$7.03M 0.14%
98,839
-48,217
152
$7.02M 0.14%
78,046
+19,057
153
$7.02M 0.14%
155,674
+12,908
154
$6.97M 0.14%
211,686
+7,880
155
$6.92M 0.14%
140,466
+4,286
156
$6.91M 0.14%
66,129
-2,662
157
$6.87M 0.14%
33,167
+3,035
158
$6.84M 0.14%
1,107,329
+3,983
159
$6.75M 0.13%
70,283
-19,870
160
$6.67M 0.13%
120,226
+7,693
161
$6.67M 0.13%
87,064
-15,654
162
$6.58M 0.13%
33,702
-486
163
$6.55M 0.13%
90,150
+6,956
164
$6.53M 0.13%
21,252
-8,379
165
$6.5M 0.13%
205,228
-32,944
166
$6.46M 0.13%
42,932
+1,214
167
$6.43M 0.13%
152,528
-14,742
168
$6.35M 0.13%
157,170
+18,068
169
$6.32M 0.13%
211,113
-5,342
170
$6.29M 0.13%
32,287
-3,419
171
$6.28M 0.13%
911,203
-54,325
172
$6.2M 0.12%
240,729
-54,690
173
$6.19M 0.12%
156,889
-9,974
174
$6.18M 0.12%
12,189
-2,325
175
$6.17M 0.12%
110,164
+37,884
5 6
7
8 9