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
1826
– –
-11,154
1827
$0 ﹤0.01%
1,910
-1,874
1828
– –
-21,672
1829
– –
-7,841
1830
– –
-2,062
1831
– –
-12,571
1832
– –
-3,951
1833
– –
-2,749
1834
– –
-6,308
1835
– –
-25,920
1836
– –
-5,567
1837
– –
-23,954
1838
– –
-2,555
1839
– –
-18,002
1840
– –
-13,159
1841
– –
-17,275
1842
– –
-1,894
1843
– –
-15,162
1844
– –
-3,108
1845
– –
-5,642
1846
– –
-6,946
1847
– –
-53,134
1848
– –
-4,362
1849
– –
-4,866
1850
– –
-14,090
72 73
74
75 76