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
201
$681K 0.11%
10,318
-446
202
$678K 0.11%
14,638
-2,755
203
$674K 0.11%
12,024
+1,380
204
$665K 0.11%
13,894
-7,310
205
$647K 0.11%
25,614
-2,264
206
$641K 0.1%
40,158
+19,596
207
$639K 0.1%
5,853
-2,325
208
$632K 0.1%
2,831
-438
209
$628K 0.1%
748
+28
210
$626K 0.1%
11,613
+2,193
211
$608K 0.1%
20,286
+3,451
212
$606K 0.1%
33,697
-1,781
213
$600K 0.1%
4,942
-1,457
214
$592K 0.1%
28,685
+1,963
215
$591K 0.1%
9,025
+2,177
216
$588K 0.1%
6,536
+920
217
$587K 0.1%
8,878
+826
218
$585K 0.1%
+16,145
219
$582K 0.1%
12,459
+1,641
220
$582K 0.1%
17,487
-2,695
221
$580K 0.09%
4,949
+2,434
222
$576K 0.09%
35,970
+2,668
223
$575K 0.09%
+6,882
224
$572K 0.09%
6,043
-663
225
$571K 0.09%
7,799
+544
7 8
9
10 11