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
$613M
AUM Growth
-$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$3.28M
3
+$2.95M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.64M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.45M

Top Sells

1
+$3.15M
2
+$2.09M
3
+$2.04M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.92M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.86M

Sector Composition

1 Technology 5.67%
2 Financials 3.93%
3 Healthcare 3.8%
4 Industrials 3.67%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$817K 0.13%
3,072
+92
177
$813K 0.13%
13,715
+2,547
178
$774K 0.13%
22,265
-361
179
$771K 0.13%
+11,241
180
$754K 0.12%
26,619
+2,507
181
$750K 0.12%
14,725
+2,454
182
$750K 0.12%
16,400
+10,483
183
$746K 0.12%
11,149
-927
184
$742K 0.12%
17,096
+592
185
$740K 0.12%
8,186
+2
186
$734K 0.12%
18,686
-8,797
187
$732K 0.12%
16,770
-2,315
188
$730K 0.12%
11,457
+2,056
189
$725K 0.12%
74,734
+23,209
190
$720K 0.12%
3,690
-369
191
$717K 0.12%
26,700
-11,280
192
$715K 0.12%
13,819
+136
193
$708K 0.12%
52,210
+2,450
194
$704K 0.11%
10,925
-1,600
195
$694K 0.11%
17,274
196
$690K 0.11%
13,194
-2,409
197
$688K 0.11%
4,951
-261
198
$687K 0.11%
16,633
-1,355
199
$685K 0.11%
14,724
-247
200
$682K 0.11%
56,589
-14,451
6 7
8
9 10