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
451
$20.8M 0.04%
101,471
-32,802
452
$20.7M 0.04%
750,607
+87,202
453
$20.7M 0.04%
237,968
+5,734
454
$20.6M 0.04%
89,109
+18,961
455
$20.6M 0.04%
437,594
-4,897
456
$20.6M 0.04%
296,651
+46,169
457
$20.5M 0.04%
379,528
+27,253
458
$20.4M 0.04%
83,812
+224
459
$20.3M 0.04%
284,479
+27,911
460
$20.3M 0.04%
337,560
+125,509
461
$20.3M 0.04%
969,138
+44,087
462
$20.3M 0.04%
172,525
+46,122
463
$20.3M 0.04%
426,651
+101,060
464
$20.2M 0.04%
+326,405
465
$20.2M 0.04%
46,045
+2,515
466
$20M 0.04%
263,911
+29,236
467
$20M 0.04%
443,358
-183,198
468
$19.9M 0.04%
374,434
+14,299
469
$19.9M 0.04%
123,963
+39,618
470
$19.9M 0.04%
398,007
-15,687
471
$19.8M 0.04%
150,096
+36,926
472
$19.8M 0.04%
446,757
+326,194
473
$19.8M 0.04%
393,511
-62,259
474
$19.7M 0.04%
164,884
+58,386
475
$19.6M 0.04%
+70,504
17 18
19
20 21