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
876
$7.95M 0.02%
176,183
+6,030
877
$7.94M 0.02%
365,190
+72,811
878
$7.9M 0.02%
220,249
-58,170
879
$7.88M 0.02%
418,075
+166,211
880
$7.86M 0.02%
245,788
+1,470
881
$7.83M 0.02%
186,369
+8,932
882
$7.83M 0.02%
253,590
-1,461
883
$7.83M 0.02%
71,107
+4,426
884
$7.83M 0.02%
78,899
+17,296
885
$7.82M 0.02%
253,840
+8,147
886
$7.81M 0.02%
57,383
+6,625
887
$7.8M 0.02%
34,291
+2,632
888
$7.8M 0.02%
27,561
-1,663
889
$7.78M 0.02%
135,091
-33,437
890
$7.78M 0.02%
38,117
+5,888
891
$7.77M 0.02%
308,204
+28,511
892
$7.77M 0.02%
121,825
+23,223
893
$7.76M 0.02%
355,110
-3,982
894
$7.74M 0.02%
9,496
+176
895
$7.72M 0.02%
201,250
+49,047
896
$7.72M 0.01%
57,186
-6,449
897
$7.72M 0.01%
42,550
+16,090
898
$7.68M 0.01%
62,049
+7,314
899
$7.68M 0.01%
244,938
-8,459
900
$7.61M 0.01%
17,523
-81
34 35
36
37 38