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
276
$38.3M 0.07%
250,167
+22,941
277
$38.3M 0.07%
1,235,483
+207,050
278
$38.3M 0.07%
77,302
+10,100
279
$38.2M 0.07%
8,301
+839
280
$37.6M 0.07%
586,842
+45,451
281
$37.5M 0.07%
1,127,928
+32,492
282
$37.3M 0.07%
61,373
+10,761
283
$37.3M 0.07%
218,335
+14,147
284
$37.2M 0.07%
745,643
+3,694
285
$37.2M 0.07%
756,609
+42,164
286
$37M 0.07%
373,316
+22,389
287
$36.7M 0.07%
253,043
+20,222
288
$36.7M 0.07%
369,329
+131,102
289
$36.4M 0.07%
1,125,292
+65,349
290
$36.2M 0.07%
359,063
+91,122
291
$36M 0.07%
96,797
+4,446
292
$35.7M 0.07%
340,038
+12,064
293
$35.7M 0.07%
1,160,157
+117,983
294
$35.5M 0.07%
208,085
-41,373
295
$35.5M 0.07%
168,212
-122,665
296
$35.4M 0.07%
498,963
+8,587
297
$35.4M 0.07%
197,094
+3,230
298
$34.9M 0.07%
406,367
+17,558
299
$34.7M 0.07%
229,813
+3,657
300
$34.3M 0.07%
1,003,592
+19,666
10 11
12
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