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
726
$10.8M 0.02%
430,806
+25,354
727
$10.8M 0.02%
192,699
+18,845
728
$10.8M 0.02%
329,731
+287,852
729
$10.8M 0.02%
349,977
+127,066
730
$10.8M 0.02%
228,821
+27,192
731
$10.8M 0.02%
447,172
+202,525
732
$10.7M 0.02%
47,364
+5,091
733
$10.7M 0.02%
312,192
-1,943
734
$10.7M 0.02%
51,410
+6,758
735
$10.7M 0.02%
710,814
+7,399
736
$10.7M 0.02%
212,384
-2,089
737
$10.7M 0.02%
40,196
+6,319
738
$10.7M 0.02%
154,934
+45,204
739
$10.6M 0.02%
101,441
+13,846
740
$10.5M 0.02%
101,083
-11,048
741
$10.5M 0.02%
459,605
-193,418
742
$10.5M 0.02%
208,656
+102,484
743
$10.5M 0.02%
279,775
+33,315
744
$10.5M 0.02%
80,629
+7,858
745
$10.4M 0.02%
438,849
+20,018
746
$10.4M 0.02%
472,969
-10,441
747
$10.4M 0.02%
78,923
-50,935
748
$10.4M 0.02%
178,087
+22,471
749
$10.3M 0.02%
93,556
+5,281
750
$10.3M 0.02%
130,075
+52,797
28 29
30
31 32