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
326
$31.5M 0.06%
773,706
-469,978
327
$31.4M 0.06%
952,005
-1,077,136
328
$31.4M 0.06%
64,774
+10,817
329
$31.4M 0.06%
1,180,973
+21,200
330
$31.3M 0.06%
425,217
-19,647
331
$31.3M 0.06%
1,263,415
+12,351
332
$31.2M 0.06%
399,124
+19,894
333
$30.7M 0.06%
616,159
+86,007
334
$30.6M 0.06%
430,965
+53,321
335
$30.5M 0.06%
111,710
+7,537
336
$30.1M 0.06%
633,796
+73,474
337
$30.1M 0.06%
640,756
+127,436
338
$30.1M 0.06%
816,561
+51,923
339
$30M 0.06%
94,570
+6,118
340
$29.9M 0.06%
1,609,401
+212,564
341
$29.8M 0.06%
202,816
+20,434
342
$29.8M 0.06%
1,132,698
+308,113
343
$29.6M 0.06%
311,120
+14,176
344
$29.6M 0.06%
706,924
+25,669
345
$29.4M 0.06%
1,150,781
+71,353
346
$29.3M 0.06%
552,890
+181,584
347
$29.3M 0.06%
475,880
+50,905
348
$29.1M 0.06%
1,470,440
-103,612
349
$29.1M 0.06%
529,761
+6,003
350
$28.9M 0.06%
1,391,596
+137,506
12 13
14
15 16