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
401
$24.3M 0.05%
480,070
+44,371
402
$24.3M 0.05%
254,395
-4,391
403
$24.3M 0.05%
502,287
+84,621
404
$24.3M 0.05%
111,461
+8,633
405
$24.1M 0.05%
320,743
+517
406
$24M 0.05%
275,488
+62,632
407
$24M 0.05%
514,416
-291,598
408
$24M 0.05%
269,678
-15,150
409
$23.8M 0.05%
207,224
+15,737
410
$23.8M 0.05%
236,350
+119,555
411
$23.7M 0.05%
72,087
+7,993
412
$23.7M 0.05%
77,531
+12,107
413
$23.6M 0.05%
1,191,474
+134,005
414
$23.5M 0.05%
96,998
+9,444
415
$23.4M 0.05%
386,848
-1,024,379
416
$23.4M 0.05%
344,963
+26,184
417
$23.3M 0.05%
282,711
+3,154
418
$23.3M 0.05%
452,466
+41,484
419
$23.2M 0.04%
68,866
+9,876
420
$23M 0.04%
299,756
+10,043
421
$22.9M 0.04%
1,378,087
+85,726
422
$22.9M 0.04%
305,873
-73,783
423
$22.8M 0.04%
208,894
+20,148
424
$22.6M 0.04%
72,226
+11,948
425
$22.6M 0.04%
69,391
-14,340
15 16
17
18 19