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
176
$6.12M 0.12%
201,477
-97,549
177
$6.06M 0.12%
66,171
+6,337
178
$6.04M 0.12%
280,707
-14,592
179
$6.03M 0.12%
37,605
-4,237
180
$6.02M 0.12%
26,928
-11,047
181
$5.99M 0.12%
357,881
-32,048
182
$5.92M 0.12%
287,112
+30,010
183
$5.91M 0.12%
63,516
-7,487
184
$5.8M 0.12%
178,548
+41,669
185
$5.79M 0.12%
99,421
-25,237
186
$5.74M 0.11%
34,994
-16,484
187
$5.69M 0.11%
113,606
+65,835
188
$5.68M 0.11%
506,844
-102,145
189
$5.67M 0.11%
61,369
-13,051
190
$5.65M 0.11%
14,056
-2,841
191
$5.56M 0.11%
95,363
+23,212
192
$5.52M 0.11%
92,940
+41,912
193
$5.48M 0.11%
32,805
-13,187
194
$5.48M 0.11%
75,227
-1
195
$5.46M 0.11%
218,894
+389
196
$5.44M 0.11%
58,574
+949
197
$5.42M 0.11%
56,237
-40,142
198
$5.41M 0.11%
109,883
+39,869
199
$5.39M 0.11%
37,320
+1,241
200
$5.39M 0.11%
111,644
+4,178
6 7
8
9 10