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
251
$41.9M 0.08%
135,767
-14,794
252
$41.8M 0.08%
1,131,950
+53,214
253
$41.7M 0.08%
298,327
+35
254
$41.6M 0.08%
1,165,864
-104,772
255
$41.1M 0.08%
326,445
+33,189
256
$41M 0.08%
1,752,023
-82,517
257
$40.8M 0.08%
799,153
+52,058
258
$40.4M 0.08%
913,285
+15,202
259
$40.4M 0.08%
390,586
+18,702
260
$40.4M 0.08%
661,731
+25,022
261
$40.3M 0.08%
148,126
+4,090
262
$40.1M 0.08%
808,542
+179,107
263
$39.9M 0.08%
1,664,340
+871,933
264
$39.8M 0.08%
696,604
-267,666
265
$39.8M 0.08%
442,826
+91,220
266
$39.5M 0.08%
1,093,233
+215,169
267
$39.4M 0.08%
659,223
+73,988
268
$39.4M 0.08%
102,627
+10,785
269
$39.2M 0.08%
1,517,599
+197,754
270
$39.1M 0.08%
891,496
-307,925
271
$38.8M 0.08%
911,999
+169,190
272
$38.4M 0.07%
349,372
+70,691
273
$38.4M 0.07%
886,183
-62,885
274
$38.3M 0.07%
766,329
+181,810
275
$38.3M 0.07%
344,996
+65,750
9 10
11
12 13