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
3826
$53.3K ﹤0.01%
12,390
3827
$53.2K ﹤0.01%
4,393
-97
3828
$52.9K ﹤0.01%
17,276
-5,194
3829
$52.2K ﹤0.01%
27,340
+10,467
3830
$51.4K ﹤0.01%
25,700
-876
3831
$51.3K ﹤0.01%
+12,355
3832
$50.2K ﹤0.01%
+16,454
3833
$50.1K ﹤0.01%
22,790
3834
$50K ﹤0.01%
38,500
+25,500
3835
$49.9K ﹤0.01%
21,880
-17,830
3836
$49.5K ﹤0.01%
12,786
+1,044
3837
$48.2K ﹤0.01%
28,280
+400
3838
$47.5K ﹤0.01%
+12,277
3839
$46.5K ﹤0.01%
50,335
+8,679
3840
$46.2K ﹤0.01%
12,509
-4,097
3841
$46.2K ﹤0.01%
+10,989
3842
$44.9K ﹤0.01%
20,862
-38,229
3843
$44.4K ﹤0.01%
+14,520
3844
$42.8K ﹤0.01%
3,265
+205
3845
$42.6K ﹤0.01%
33,532
+8,000
3846
$42.5K ﹤0.01%
+12,815
3847
$40.8K ﹤0.01%
+29,355
3848
$40.4K ﹤0.01%
11,954
+539
3849
$39.3K ﹤0.01%
+24,699
3850
$39.1K ﹤0.01%
33,735
+13,807
152 153
154
155 156