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
26
$264M 0.51%
4,821,379
+209,782
27
$250M 0.48%
5,123,558
+1,065,871
28
$244M 0.47%
1,578,549
+114,376
29
$239M 0.46%
1,236,817
+104,900
30
$238M 0.46%
969,361
+70,729
31
$237M 0.46%
821,760
+107,469
32
$234M 0.45%
9,339,176
+2,035,107
33
$233M 0.45%
665,644
+18,696
34
$229M 0.44%
2,494,101
+105,860
35
$222M 0.43%
1,181,842
-49,274
36
$221M 0.43%
3,865,420
+241,170
37
$213M 0.41%
3,955,583
+738,981
38
$209M 0.41%
1,622,745
+76,137
39
$208M 0.4%
1,989,115
+121,640
40
$207M 0.4%
4,231,180
+399,612
41
$206M 0.4%
796,005
+33,449
42
$203M 0.39%
246,287
+13,689
43
$191M 0.37%
6,818,561
+749,871
44
$185M 0.36%
2,819,716
+154,983
45
$185M 0.36%
1,106,256
+56,020
46
$180M 0.35%
2,258,212
+152,587
47
$179M 0.35%
2,229,013
-564,270
48
$175M 0.34%
3,459,140
+427,639
49
$175M 0.34%
1,863,533
+277,926
50
$175M 0.34%
1,007,738
+300,580
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