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
1751
$0 ﹤0.01%
+45,544
1752
– –
-10,323
1753
– –
-4,671
1754
– –
-15,555
1755
– –
-8,333
1756
– –
-21,200
1757
– –
-10,900
1758
– –
-10,000
1759
– –
-2,411
1760
– –
-2,578
1761
– –
-7,992
1762
– –
-4,387
1763
– –
-42,197
1764
$0 ﹤0.01%
29,804
+14,960
1765
$0 ﹤0.01%
+2,416
1766
– –
-2,913
1767
– –
-7,976
1768
$0 ﹤0.01%
+3,458
1769
– –
-3,426
1770
– –
-10,950
1771
– –
-17,535
1772
– –
-9,539
1773
$0 ﹤0.01%
+6,902
1774
– –
-3,032
1775
– –
-2,604
69 70
71
72 73