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
1851
– –
-2,314
1852
– –
-1,242
1853
– –
-4,083
1854
– –
-11,466
1855
– –
-21,544
1856
– –
-12,575
1857
– –
-10,536
1858
– –
-5,576
1859
– –
-2,853
1860
– –
-11,936
1861
– –
-13,344
1862
– –
-6,362
1863
– –
-13,104
1864
– –
-27,512
1865
– –
-5,068
1866
– –
-54,780
1867
– –
-13,666
1868
– –
-11,297
1869
– –
-5,116
1870
– –
-7,240
1871
– –
-10,668
1872
– –
-6,582
1873
– –
-1,095
1874
– –
-15,597
1875
– –
-15,594
72 73 74
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