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
$51.6B
AUM Growth
+$3.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,069
New
Increased
Reduced
Closed

Top Buys

1
+$788M
2
+$131M
3
+$67.8M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$62.6M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$59.6M

Top Sells

1
+$62M
2
+$52.9M
3
+$45.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$45.4M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$44.2M

Sector Composition

1 Technology 9.45%
2 Financials 4.65%
3 Consumer Discretionary 3.47%
4 Healthcare 3.17%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47.5M 0.09%
50,203
+1,254
227
$47.1M 0.09%
1,652,466
+140,014
228
$47.1M 0.09%
508,933
+53,935
229
$46.8M 0.09%
1,009,656
+168,067
230
$46.7M 0.09%
201,659
+24,243
231
$46.3M 0.09%
91,099
+785
232
$46.2M 0.09%
84,520
+6,327
233
$46M 0.09%
917,107
+78,173
234
$45.8M 0.09%
265,700
+280
235
$45.7M 0.09%
905,543
-10,905
236
$45.3M 0.09%
1,267,904
+32,430
237
$44.4M 0.09%
1,554,621
-141,073
238
$44M 0.09%
289,868
+19,478
239
$43.8M 0.08%
206,978
+4,039
240
$43.3M 0.08%
615,047
+110,682
241
$43.3M 0.08%
160,883
+16,218
242
$43.1M 0.08%
466,843
+10,386
243
$43M 0.08%
182,010
+9,576
244
$42.7M 0.08%
265,756
+26,432
245
$42.5M 0.08%
427,265
+73,137
246
$42.4M 0.08%
350,222
+18,333
247
$42.1M 0.08%
52,934
+1,720
248
$42.1M 0.08%
700,179
+99,687
249
$42.1M 0.08%
134,797
+27,331
250
$42M 0.08%
344,599
+43,580
8 9
10
11 12