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
51
$174M 0.34%
1,464,199
+148,815
52
$172M 0.33%
1,964,468
+107,590
53
$170M 0.33%
1,608,091
-14,952
54
$170M 0.33%
4,949,248
+674,951
55
$169M 0.33%
869,891
+22,074
56
$168M 0.33%
177,910
+16,347
57
$168M 0.33%
458,586
+18,789
58
$168M 0.33%
647,805
+62,983
59
$168M 0.32%
5,003,154
+1,556,017
60
$166M 0.32%
3,245,011
+377,377
61
$165M 0.32%
798,241
+22,647
62
$163M 0.32%
2,771,992
-233,392
63
$159M 0.31%
1,696,381
-24,403
64
$159M 0.31%
1,015,404
+17,613
65
$158M 0.31%
2,697,319
+237,021
66
$156M 0.3%
2,666,377
+97,658
67
$145M 0.28%
3,213,660
+359,435
68
$143M 0.28%
1,826,663
+231,542
69
$142M 0.28%
261,864
+35,751
70
$142M 0.27%
709,872
-28,799
71
$140M 0.27%
3,061,841
+257,035
72
$138M 0.27%
945,594
+103,786
73
$137M 0.27%
1,318,898
+653,725
74
$137M 0.26%
652,525
+28,846
75
$134M 0.26%
718,232
+68,145
1 2
3
4 5