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
901
$7.6M 0.01%
45,776
+2,669
902
$7.59M 0.01%
31,322
+3,037
903
$7.59M 0.01%
196,349
+75,369
904
$7.58M 0.01%
312,438
+13,191
905
$7.57M 0.01%
142,759
+16,837
906
$7.56M 0.01%
262,582
+34,452
907
$7.52M 0.01%
187,175
-8,770
908
$7.49M 0.01%
475,056
+40,798
909
$7.49M 0.01%
75,763
+73,039
910
$7.47M 0.01%
189,447
+21,522
911
$7.46M 0.01%
57,163
+7,921
912
$7.45M 0.01%
117,441
-1,945
913
$7.41M 0.01%
108,121
+20,399
914
$7.39M 0.01%
454,611
+309,627
915
$7.39M 0.01%
199,568
-1,785
916
$7.36M 0.01%
+43,286
917
$7.31M 0.01%
42,483
+8,818
918
$7.29M 0.01%
72,604
+13,019
919
$7.28M 0.01%
200,877
+3,115
920
$7.27M 0.01%
333,819
+244,309
921
$7.26M 0.01%
+426,002
922
$7.23M 0.01%
214,460
+83,099
923
$7.21M 0.01%
107,098
-34,123
924
$7.21M 0.01%
177,033
+117,358
925
$7.2M 0.01%
27,859
-1,767
35 36
37
38 39