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
851
$8.43M 0.02%
158,323
+107,010
852
$8.42M 0.02%
+276,237
853
$8.41M 0.02%
+344,827
854
$8.4M 0.02%
102,268
+28,593
855
$8.35M 0.02%
233,175
-2,560
856
$8.3M 0.02%
160,388
-50,683
857
$8.3M 0.02%
200,589
+25,208
858
$8.3M 0.02%
232,650
+37,435
859
$8.24M 0.02%
217,179
+3,374
860
$8.2M 0.02%
52,102
-302
861
$8.16M 0.02%
40,714
+5,314
862
$8.16M 0.02%
19,420
+1,426
863
$8.15M 0.02%
330,732
-11,750
864
$8.09M 0.02%
316,822
+196,754
865
$8.09M 0.02%
128,585
+11,152
866
$8.06M 0.02%
190,909
+77,291
867
$8.05M 0.02%
62,921
-2,384
868
$8.04M 0.02%
30,073
+2,106
869
$8.03M 0.02%
229,684
+23,066
870
$8.02M 0.02%
387,792
+45,899
871
$8.01M 0.02%
290,936
+37,315
872
$8.01M 0.02%
62,144
-1,625
873
$7.99M 0.02%
74,892
-2,323
874
$7.99M 0.02%
183,146
-27,925
875
$7.96M 0.02%
232,571
+52,830
33 34
35
36 37