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
551
$15.5M 0.03%
169,660
-36,169
552
$15.5M 0.03%
+69,592
553
$15.5M 0.03%
136,967
-30,977
554
$15.4M 0.03%
15,633
+238
555
$15.4M 0.03%
698,203
-131,019
556
$15.4M 0.03%
373,818
-149,640
557
$15.4M 0.03%
111,662
+7,974
558
$15.4M 0.03%
153,453
+16,424
559
$15.4M 0.03%
95,184
+2,727
560
$15.3M 0.03%
100,399
-7,304
561
$15.3M 0.03%
241,151
+15,017
562
$15.3M 0.03%
123,018
+2,637
563
$15.3M 0.03%
132,098
+6,382
564
$15.2M 0.03%
19
565
$15.2M 0.03%
379,159
+69,457
566
$15.1M 0.03%
375,650
-411
567
$15.1M 0.03%
692,184
+116,610
568
$15.1M 0.03%
348,584
+47,471
569
$15.1M 0.03%
73,566
+11,629
570
$15.1M 0.03%
98,244
+11,499
571
$15M 0.03%
604,190
+13,153
572
$15M 0.03%
399,393
-36,374
573
$14.9M 0.03%
249,450
-13,882
574
$14.9M 0.03%
646,028
+52,516
575
$14.9M 0.03%
34,734
+6,186
21 22
23
24 25