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
576
$14.8M 0.03%
+228,916
577
$14.8M 0.03%
+153,794
578
$14.7M 0.03%
265,188
+13,621
579
$14.7M 0.03%
375,075
+134,872
580
$14.7M 0.03%
64,396
+868
581
$14.7M 0.03%
506,768
+8,413
582
$14.6M 0.03%
156,262
+20,339
583
$14.6M 0.03%
395,140
+1,285
584
$14.6M 0.03%
312,204
+34,821
585
$14.5M 0.03%
186,725
-11,192
586
$14.5M 0.03%
504,008
+28,880
587
$14.5M 0.03%
+54,905
588
$14.5M 0.03%
168,743
+15,708
589
$14.5M 0.03%
181,165
+14,782
590
$14.5M 0.03%
233,342
+35,733
591
$14.5M 0.03%
394,714
-6,290
592
$14.4M 0.03%
524,368
-48,220
593
$14.3M 0.03%
764,902
+103,427
594
$14.3M 0.03%
569,677
+248,416
595
$14.3M 0.03%
239,802
+13,785
596
$14.3M 0.03%
79,598
+21,005
597
$14.3M 0.03%
532,642
+47,378
598
$14.2M 0.03%
118,019
+3,409
599
$14.1M 0.03%
236,282
+25,633
600
$14.1M 0.03%
340,067
-115,185
22 23
24
25 26