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
626
$13.3M 0.03%
110,051
+7,626
627
$13.3M 0.03%
264,942
-2,505
628
$13.3M 0.03%
69,995
+3,028
629
$13.3M 0.03%
91,002
+13,927
630
$13.3M 0.03%
421,312
+42,956
631
$13.2M 0.03%
28,425
+6,081
632
$13.2M 0.03%
76,544
+6,164
633
$13.2M 0.03%
447,236
+39,991
634
$13.1M 0.03%
179,160
-8,329
635
$13.1M 0.03%
300,372
-92,567
636
$13.1M 0.03%
405,792
-3,586
637
$13.1M 0.03%
232,961
+12,554
638
$13.1M 0.03%
505,953
+15,463
639
$13.1M 0.03%
378,574
+1,062
640
$13.1M 0.03%
289,995
+69,505
641
$13.1M 0.03%
76,391
+5,041
642
$13M 0.03%
49,116
+15,150
643
$12.9M 0.03%
23,513
+2,917
644
$12.9M 0.03%
228,941
+9,822
645
$12.9M 0.03%
568,973
+448,082
646
$12.9M 0.03%
1,110,948
+104,613
647
$12.9M 0.03%
680,286
-13,404
648
$12.9M 0.03%
273,958
-12,708
649
$12.9M 0.03%
159,746
-11,671
650
$12.9M 0.02%
380,860
+22,847
24 25
26
27 28