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
$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
1
$155M 3.09%
6,999,072
+475,134
2
$115M 2.29%
320,457
+25,888
3
$112M 2.23%
1,492,542
+72,454
4
$76.9M 1.54%
1,532,727
+1,396,619
5
$71.8M 1.43%
399,970
-10,548
6
$70.6M 1.41%
303,134
-103,436
7
$65.3M 1.3%
305,429
+14,941
8
$61.4M 1.23%
1,296,159
+24,565
9
$59.4M 1.19%
166,418
-26,614
10
$59.1M 1.18%
478,514
+21,499
11
$54.3M 1.08%
1,517,032
+25,922
12
$49.9M 1%
486,211
+120,034
13
$44.6M 0.89%
1,017,665
+22,015
14
$43.7M 0.87%
132,960
+19,098
15
$41.4M 0.83%
474,844
+56,611
16
$38M 0.76%
415,266
+50,151
17
$36.8M 0.73%
682,052
+55,549
18
$35.6M 0.71%
801,007
+25,500
19
$35.1M 0.7%
492,032
+16,130
20
$34.8M 0.7%
364,311
-82,769
21
$33.9M 0.68%
426,333
-16,942
22
$33.5M 0.67%
348,006
+68,088
23
$32.6M 0.65%
713,197
+11,742
24
$31.5M 0.63%
810,863
-54,261
25
$28.4M 0.57%
324,822
-58,512
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