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
801
$9.46M 0.02%
92,408
-3,290
802
$9.44M 0.02%
606,509
+190,393
803
$9.38M 0.02%
170,220
+12,306
804
$9.35M 0.02%
472,908
+6,301
805
$9.31M 0.02%
82,293
+16,998
806
$9.27M 0.02%
363,227
+32,241
807
$9.26M 0.02%
195,453
+173,041
808
$9.26M 0.02%
62,772
+17,222
809
$9.24M 0.02%
326,475
+76,438
810
$9.15M 0.02%
185,521
+14,166
811
$9.13M 0.02%
69,073
+544
812
$9.13M 0.02%
424,856
+35,701
813
$9.13M 0.02%
156,412
-4,213
814
$9.11M 0.02%
89,129
-33,467
815
$9.11M 0.02%
259,023
-20,758
816
$9.08M 0.02%
45,249
+7,390
817
$9.08M 0.02%
189,083
+19,247
818
$9.07M 0.02%
293,736
+7,540
819
$9.05M 0.02%
279,240
-571
820
$9.02M 0.02%
88,033
-1,076
821
$9.01M 0.02%
33,583
-3,915
822
$9M 0.02%
168,184
+6,071
823
$8.99M 0.02%
186,105
+51,039
824
$8.97M 0.02%
250,362
+78,043
825
$8.91M 0.02%
79,097
-106
31 32
33
34 35