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
676
$12.1M 0.02%
47,459
+1,458
677
$12.1M 0.02%
154,681
+7,102
678
$12M 0.02%
82,626
-2,121
679
$12M 0.02%
204,139
+48,492
680
$12M 0.02%
6,134
+658
681
$12M 0.02%
251,327
+33,368
682
$11.9M 0.02%
175,879
+10,407
683
$11.9M 0.02%
144,014
+18,788
684
$11.8M 0.02%
22,510
-499
685
$11.8M 0.02%
20,069
+7,036
686
$11.8M 0.02%
68,115
-3,831
687
$11.8M 0.02%
122,656
+7,904
688
$11.8M 0.02%
348,827
-37,316
689
$11.8M 0.02%
337,573
+70,469
690
$11.8M 0.02%
68,274
+30,569
691
$11.7M 0.02%
331,779
-3,761
692
$11.6M 0.02%
316,280
+602
693
$11.6M 0.02%
279,360
+175,809
694
$11.6M 0.02%
647,529
+8,001
695
$11.5M 0.02%
162,934
+5,741
696
$11.5M 0.02%
345,842
+37,337
697
$11.5M 0.02%
273,156
+232,517
698
$11.4M 0.02%
178,106
+10,878
699
$11.4M 0.02%
48,944
+610
700
$11.4M 0.02%
249,204
+51,997
26 27
28
29 30