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
301
$34.1M 0.07%
2,813,042
+2,643,198
302
$33.9M 0.07%
117,569
+17,089
303
$33.9M 0.07%
537,631
+56,784
304
$33.8M 0.07%
334,733
+15,572
305
$33.6M 0.07%
1,128,599
+180,948
306
$33.6M 0.07%
585,915
-125,025
307
$33.5M 0.06%
258,098
+14,908
308
$33.4M 0.06%
1,366,063
+12,745
309
$33.4M 0.06%
134,969
+7,241
310
$33.4M 0.06%
62,623
-252
311
$33.4M 0.06%
1,118,629
+37,833
312
$33.2M 0.06%
224,022
+6,224
313
$32.9M 0.06%
174,594
+20,475
314
$32.8M 0.06%
65,818
+7,703
315
$32.7M 0.06%
111,047
+6,313
316
$32.6M 0.06%
1,301,180
-438,565
317
$32.6M 0.06%
279,660
+39,268
318
$32.4M 0.06%
1,398,691
+151,661
319
$32.3M 0.06%
157,283
+29,008
320
$32.3M 0.06%
1,362,285
+190,323
321
$32M 0.06%
1,120,368
+98,465
322
$31.9M 0.06%
62,363
+4,946
323
$31.8M 0.06%
1,380,021
+45,425
324
$31.6M 0.06%
118,512
+21,342
325
$31.5M 0.06%
435,455
+15,502
11 12
13
14 15