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
426
$22.3M 0.04%
711,538
-55,785
427
$22.3M 0.04%
63,898
+2,224
428
$22.3M 0.04%
260,496
+35,977
429
$22.2M 0.04%
144,156
+3,327
430
$22.2M 0.04%
688,293
+219,185
431
$22.2M 0.04%
759,763
+56,375
432
$22.2M 0.04%
155,782
-23,594
433
$22.1M 0.04%
109,781
+17,146
434
$22M 0.04%
451,613
+224,962
435
$22M 0.04%
73,840
+4,247
436
$21.8M 0.04%
535,492
+21,264
437
$21.7M 0.04%
1,035,640
+592,619
438
$21.7M 0.04%
527,270
+52,651
439
$21.7M 0.04%
260,381
-3,584
440
$21.6M 0.04%
76,283
+618
441
$21.6M 0.04%
+206,502
442
$21.5M 0.04%
592,040
+290,367
443
$21.4M 0.04%
914,666
+106,435
444
$21.2M 0.04%
287,085
+19,151
445
$21.1M 0.04%
189,314
+20,914
446
$21.1M 0.04%
254,287
+19,820
447
$21M 0.04%
589,165
-27,990
448
$21M 0.04%
1,032,953
-10,459
449
$20.9M 0.04%
30,794
+6,146
450
$20.8M 0.04%
1,439,621
+529,206
16 17
18
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