Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
1
$18.7M 3.06%
139,500
+3,692
2
$17.3M 2.82%
132,060
-24,068
3
$14.6M 2.38%
58,538
+32,216
4
$14.3M 2.34%
92,797
+13,926
5
$12.5M 2.05%
140,229
+17,736
6
$11M 1.79%
158,327
+27,099
7
$10.1M 1.65%
256,552
+724
8
$10.1M 1.65%
90,943
+2,355
9
$9.88M 1.61%
212,679
-16,009
10
$9.04M 1.48%
92,217
-3,337
11
$8.24M 1.35%
77,347
-8,063
12
$7.33M 1.2%
133,218
-33,710
13
$7.03M 1.15%
241,462
+101,480
14
$6.4M 1.05%
84,760
+6,460
15
$6.12M 1%
283,400
+17,301
16
$5.97M 0.97%
80,007
-3,833
17
$5.95M 0.97%
58,631
-956
18
$5.84M 0.95%
42,262
-5,185
19
$5.06M 0.83%
39,595
-14,032
20
$4.87M 0.8%
54,550
+5,809
21
$4.64M 0.76%
35,128
+1,334
22
$4.6M 0.75%
534,176
+305,960
23
$4.58M 0.75%
96,854
+11,032
24
$4.55M 0.74%
33,933
-538
25
$4.45M 0.73%
163,988
+2,589
1
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