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
501
$18.1M 0.04%
953,135
+224,650
502
$18.1M 0.04%
78,838
+12,485
503
$18.1M 0.04%
286,043
+32,564
504
$17.9M 0.03%
77,370
+776
505
$17.9M 0.03%
2,540,845
-6,983
506
$17.9M 0.03%
53,510
-21,988
507
$17.7M 0.03%
220,540
+31,207
508
$17.7M 0.03%
244,969
+28,202
509
$17.6M 0.03%
28,081
-1,269
510
$17.5M 0.03%
66,951
+2,689
511
$17.5M 0.03%
289,001
+33,338
512
$17.5M 0.03%
179,124
+85,095
513
$17.5M 0.03%
567,465
+84,895
514
$17.3M 0.03%
272,186
+70,756
515
$17.3M 0.03%
589,834
+154,420
516
$17.3M 0.03%
1,722,869
+276,647
517
$17.3M 0.03%
91,493
+5,622
518
$17.3M 0.03%
69,592
+5,821
519
$17.1M 0.03%
138,417
+11,771
520
$17M 0.03%
203,737
-27,794
521
$16.9M 0.03%
530,052
+23,978
522
$16.9M 0.03%
155,135
+7,669
523
$16.9M 0.03%
382,582
+50,511
524
$16.8M 0.03%
70,395
+10,158
525
$16.7M 0.03%
130,249
+20,903
19 20
21
22 23