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
601
$14.1M 0.03%
126,528
+697
602
$14M 0.03%
274,401
+25,995
603
$14M 0.03%
605,351
-946
604
$14M 0.03%
46,718
+117
605
$13.9M 0.03%
613,400
+21,668
606
$13.8M 0.03%
209,424
+7,034
607
$13.8M 0.03%
546,065
+518,092
608
$13.8M 0.03%
54,439
-287
609
$13.8M 0.03%
192,448
+134,508
610
$13.8M 0.03%
104,486
+9,471
611
$13.8M 0.03%
211,125
+9,071
612
$13.7M 0.03%
460,861
+3,584
613
$13.6M 0.03%
1,377,023
+114,135
614
$13.6M 0.03%
210,967
-7,531
615
$13.6M 0.03%
435,033
+29,546
616
$13.6M 0.03%
388,504
-35,543
617
$13.6M 0.03%
349,694
+36,190
618
$13.5M 0.03%
265,265
+99,729
619
$13.5M 0.03%
351,352
-904
620
$13.5M 0.03%
351,630
-89,781
621
$13.4M 0.03%
133,513
+9,170
622
$13.4M 0.03%
+270,807
623
$13.4M 0.03%
204,059
+22,121
624
$13.4M 0.03%
281,120
-102,691
625
$13.4M 0.03%
180,316
-3,927
23 24
25
26 27