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
1726
– –
-8,661
1727
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-7,605
1728
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-56,000
1729
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-859
1730
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-8,444
1731
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-6,406
1732
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-16,675
1733
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-3,840
1734
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-12,559
1735
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-12,780
1736
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-6,792
1737
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-11,493
1738
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-5,727
1739
– –
-2,970
1740
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-74,687
1741
$0 ﹤0.01%
+2,218
1742
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-37,854
1743
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-12,120
1744
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-6,515
1745
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-2,005
1746
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-2,932
1747
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-35,840
1748
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-11,000
1749
– –
-13,800
1750
– –
-10,603
68 69
70
71 72