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
751
$10.3M 0.02%
248,951
-202,372
752
$10.3M 0.02%
160,284
+5,145
753
$10.3M 0.02%
273,827
+57,996
754
$10.3M 0.02%
270,193
+177,097
755
$10.2M 0.02%
473,610
+99,248
756
$10.2M 0.02%
160,511
-3,908
757
$10.2M 0.02%
221,920
+115,900
758
$10.2M 0.02%
359,294
+1,184
759
$10.2M 0.02%
274,053
+70,320
760
$10.2M 0.02%
167,954
+22,653
761
$10.2M 0.02%
441,588
-156,525
762
$10.2M 0.02%
259,205
+67,961
763
$10.1M 0.02%
27,369
-2,388
764
$10.1M 0.02%
73,818
+9,209
765
$10.1M 0.02%
266,814
-23,497
766
$10.1M 0.02%
60,150
+6,615
767
$10.1M 0.02%
239,637
+12,132
768
$10M 0.02%
448,898
+33,818
769
$10M 0.02%
893,503
+681,959
770
$10M 0.02%
58,647
-12,137
771
$9.98M 0.02%
175,603
+32,706
772
$9.96M 0.02%
275,934
+96,126
773
$9.96M 0.02%
247,794
+17,427
774
$9.94M 0.02%
462,561
+214,136
775
$9.94M 0.02%
217,101
+19,312
29 30
31
32 33