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
476
$19.5M 0.04%
378,707
-43,267
477
$19.5M 0.04%
812,853
+71,273
478
$19.4M 0.04%
937,730
+56,694
479
$19.4M 0.04%
424,613
+159,525
480
$19.2M 0.04%
249,664
+42,149
481
$19.2M 0.04%
94,970
+1,012
482
$19M 0.04%
544,562
+44,466
483
$19M 0.04%
115,248
+5,788
484
$18.9M 0.04%
581,434
+77,883
485
$18.9M 0.04%
102,778
-6,072
486
$18.9M 0.04%
+730,632
487
$18.8M 0.04%
277,332
-5,765
488
$18.8M 0.04%
456,229
-95,595
489
$18.8M 0.04%
305,563
+132,211
490
$18.7M 0.04%
276,977
+74,802
491
$18.7M 0.04%
89,204
+23,231
492
$18.7M 0.04%
397,589
+257,370
493
$18.6M 0.04%
170,443
+1,158
494
$18.5M 0.04%
38,275
+1,680
495
$18.5M 0.04%
251,195
+56,449
496
$18.5M 0.04%
355,245
-4,562
497
$18.5M 0.04%
397,555
+26,630
498
$18.4M 0.04%
325,548
+54,844
499
$18.3M 0.04%
405,669
+37,141
500
$18.3M 0.04%
248,256
+66,322
18 19
20
21 22