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
776
$9.92M 0.02%
62,036
+14,084
777
$9.92M 0.02%
85,209
+9,839
778
$9.85M 0.02%
192,399
+3,531
779
$9.84M 0.02%
246,508
+2,216
780
$9.83M 0.02%
264,225
+19,184
781
$9.83M 0.02%
377,767
+51,442
782
$9.83M 0.02%
164,881
+47,553
783
$9.82M 0.02%
226,213
-88,390
784
$9.81M 0.02%
266,556
-7,355
785
$9.81M 0.02%
344,581
-13,189
786
$9.79M 0.02%
543,972
-32,112
787
$9.78M 0.02%
326,699
-1,033
788
$9.76M 0.02%
172,545
-3,455
789
$9.74M 0.02%
203,823
+13,093
790
$9.74M 0.02%
264,846
+6,272
791
$9.68M 0.02%
24,248
-1,743
792
$9.65M 0.02%
176,425
+37,643
793
$9.63M 0.02%
262,744
+28,810
794
$9.6M 0.02%
93,414
-4,612
795
$9.6M 0.02%
399,064
+169,914
796
$9.59M 0.02%
302,101
+11,207
797
$9.55M 0.02%
72,689
-3,233
798
$9.52M 0.02%
132,209
+41,900
799
$9.5M 0.02%
275,716
+42,613
800
$9.48M 0.02%
188,640
+1,531
30 31
32
33 34