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
526
$16.7M 0.03%
333,878
+30,942
527
$16.7M 0.03%
743,788
+22,265
528
$16.5M 0.03%
525,769
+12,243
529
$16.5M 0.03%
241,611
+16,309
530
$16.4M 0.03%
4,312
+150
531
$16.4M 0.03%
160,478
+20,566
532
$16.4M 0.03%
64,777
-943
533
$16.4M 0.03%
48,685
+3,921
534
$16.4M 0.03%
388,630
-27,423
535
$16.3M 0.03%
431,612
+3,942
536
$16.3M 0.03%
342,168
+28,888
537
$16.2M 0.03%
346,623
+154,998
538
$16.2M 0.03%
521,343
+31,930
539
$16.2M 0.03%
355,399
+44,084
540
$16.1M 0.03%
151,900
+31,124
541
$16M 0.03%
134,251
+341
542
$16M 0.03%
250,246
+7,897
543
$15.8M 0.03%
317,533
+25,256
544
$15.8M 0.03%
66,804
+9,818
545
$15.7M 0.03%
413,419
+105,319
546
$15.6M 0.03%
259,602
+10,610
547
$15.6M 0.03%
318,979
-955
548
$15.5M 0.03%
251,855
+38,595
549
$15.5M 0.03%
376,793
+64,340
550
$15.5M 0.03%
432,970
+314,528
20 21
22
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