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
1801
– –
-10,865
1802
– –
-21,144
1803
– –
-7,527
1804
– –
-7,866
1805
– –
-10,599
1806
– –
-600
1807
– –
-4,727
1808
– –
-988
1809
– –
-21,284
1810
– –
-9,761
1811
$0 ﹤0.01%
+17,812
1812
– –
-10,266
1813
– –
-6,439
1814
– –
-13,248
1815
$0 ﹤0.01%
8,698
+3,542
1816
– –
-2,726
1817
– –
-12,936
1818
– –
-11,381
1819
$0 ﹤0.01%
+7,366
1820
– –
-6,624
1821
– –
-841
1822
$0 ﹤0.01%
21,904
+9,587
1823
– –
-18,454
1824
– –
-30,074
1825
– –
-11,791
71 72
73
74 75