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
201
$5.34M 0.11%
66,145
-5,887
202
$5.24M 0.1%
11,132
-2,150
203
$5.19M 0.1%
285,315
+1,663
204
$5.18M 0.1%
90,150
-7,639
205
$5.15M 0.1%
140,776
-1,584
206
$5.12M 0.1%
174,621
-1,339
207
$5.12M 0.1%
162,986
-10,685
208
$5.05M 0.1%
144,830
-6,188
209
$5.04M 0.1%
25,555
+3,153
210
$5.04M 0.1%
122,392
+12,843
211
$5.02M 0.1%
240,710
+14,577
212
$5.02M 0.1%
63,990
-1,718
213
$4.93M 0.1%
207,358
-15,579
214
$4.93M 0.1%
38,776
+2,746
215
$4.92M 0.1%
59,246
-3,872
216
$4.91M 0.1%
121,836
-6,720
217
$4.9M 0.1%
67,851
+3,248
218
$4.9M 0.1%
146,564
-53,730
219
$4.9M 0.1%
146,817
-20,044
220
$4.86M 0.1%
263,029
+16,484
221
$4.84M 0.1%
34,001
-5,666
222
$4.8M 0.1%
273,572
+182,289
223
$4.8M 0.1%
95,488
+53,532
224
$4.74M 0.09%
117,803
-65,794
225
$4.74M 0.09%
125,687
+17,193
7 8
9
10 11