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
701
$11.4M 0.02%
187,098
+33,486
702
$11.4M 0.02%
342,412
-42,570
703
$11.4M 0.02%
158,754
+13,854
704
$11.3M 0.02%
143,244
+13,949
705
$11.3M 0.02%
245,785
+7,473
706
$11.3M 0.02%
43,094
-17,553
707
$11.3M 0.02%
148,986
+24,659
708
$11.3M 0.02%
339,577
+173,802
709
$11.2M 0.02%
223,022
-3,300
710
$11.2M 0.02%
363,492
+23,041
711
$11.2M 0.02%
396,763
-68,571
712
$11.2M 0.02%
176,077
+9,223
713
$11.1M 0.02%
112,955
-30,750
714
$11.1M 0.02%
32,168
+2,997
715
$11.1M 0.02%
453,969
+11,101
716
$11.1M 0.02%
686,307
+10,823
717
$11.1M 0.02%
286,547
+23,948
718
$11.1M 0.02%
5,995
-84
719
$11.1M 0.02%
158,483
+104,521
720
$11M 0.02%
98,619
-2,690
721
$11M 0.02%
121,489
+45,875
722
$10.9M 0.02%
373,443
-8,490
723
$10.9M 0.02%
359,242
-15,560
724
$10.9M 0.02%
124,242
+8,715
725
$10.9M 0.02%
131,034
+1,605
27 28
29
30 31