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
826
$8.91M 0.02%
93,552
-21,052
827
$8.9M 0.02%
259,504
+35,296
828
$8.89M 0.02%
137,614
+88,400
829
$8.88M 0.02%
+159,532
830
$8.86M 0.02%
210,516
-32,907
831
$8.84M 0.02%
92,592
+21,290
832
$8.82M 0.02%
257,659
+58,982
833
$8.81M 0.02%
245,202
+63,558
834
$8.8M 0.02%
73,638
+7,473
835
$8.79M 0.02%
59,956
+2,373
836
$8.76M 0.02%
+367,743
837
$8.75M 0.02%
322,360
-1,780
838
$8.75M 0.02%
192,175
-654
839
$8.72M 0.02%
113,982
+44,152
840
$8.7M 0.02%
405,110
-2,062
841
$8.69M 0.02%
328,669
+27,140
842
$8.69M 0.02%
167,159
+69,414
843
$8.63M 0.02%
132,685
+36,748
844
$8.59M 0.02%
122,068
+24,768
845
$8.55M 0.02%
+243,284
846
$8.52M 0.02%
135,781
+6,300
847
$8.51M 0.02%
256,117
+17,079
848
$8.47M 0.02%
318,184
+55,482
849
$8.47M 0.02%
224,914
+56,978
850
$8.44M 0.02%
190,733
+17,041
32 33
34
35 36