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
651
$12.8M 0.02%
72,681
+8,524
652
$12.8M 0.02%
201,850
+6,406
653
$12.8M 0.02%
305,867
+91,280
654
$12.8M 0.02%
353,481
-70,243
655
$12.7M 0.02%
186,594
+5,104
656
$12.7M 0.02%
322,373
-3,120
657
$12.7M 0.02%
485,546
-8,974
658
$12.7M 0.02%
121,283
+22,184
659
$12.7M 0.02%
485,683
+48,647
660
$12.7M 0.02%
249,764
+103,155
661
$12.7M 0.02%
61,133
+1,917
662
$12.7M 0.02%
587,930
+27,325
663
$12.6M 0.02%
273,205
+51,445
664
$12.6M 0.02%
139,804
+42,061
665
$12.5M 0.02%
175,509
+45,076
666
$12.5M 0.02%
154,330
+5,604
667
$12.5M 0.02%
253,416
-4,887
668
$12.5M 0.02%
225,079
+25,941
669
$12.5M 0.02%
84,738
+28,046
670
$12.2M 0.02%
+47,876
671
$12.1M 0.02%
170,826
+10,595
672
$12.1M 0.02%
240,066
+52,701
673
$12.1M 0.02%
295,046
+36,990
674
$12.1M 0.02%
461,320
+127,279
675
$12.1M 0.02%
78,827
+42,963
25 26
27
28 29