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
1776
– –
-13,022
1777
– –
-11,430
1778
– –
-29,300
1779
– –
-10,905
1780
– –
-4,988
1781
$0 ﹤0.01%
27,022
+19,065
1782
– –
-19,020
1783
– –
-15,378
1784
– –
-9,939
1785
– –
-3,317
1786
– –
-10,582
1787
– –
-2,466
1788
– –
-72,074
1789
– –
-12,736
1790
– –
-15,272
1791
– –
-4,415
1792
– –
-10,264
1793
– –
-15,692
1794
– –
-67
1795
– –
-7,825
1796
– –
-3,280
1797
$0 ﹤0.01%
+1,684
1798
– –
-4,643
1799
– –
-4,176
1800
– –
-9,422
70 71
72
73 74