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
926
$7.2M 0.01%
220,614
+21,441
927
$7.17M 0.01%
62,984
-805
928
$7.13M 0.01%
173,196
+10,484
929
$7.07M 0.01%
83,222
+28,153
930
$7.06M 0.01%
12,152
+1,149
931
$7.06M 0.01%
151,484
+26,213
932
$7.04M 0.01%
145,174
+6,300
933
$7.03M 0.01%
217,375
-4,602
934
$7.03M 0.01%
113,127
+15,939
935
$7.01M 0.01%
69,712
+43,046
936
$7.01M 0.01%
84,926
+1,928
937
$6.97M 0.01%
50,694
+9,649
938
$6.95M 0.01%
108,352
+31,545
939
$6.95M 0.01%
32,000
+4,425
940
$6.94M 0.01%
102,022
-543
941
$6.93M 0.01%
221,852
-167
942
$6.89M 0.01%
166,347
+27,000
943
$6.89M 0.01%
148,551
+43,268
944
$6.87M 0.01%
94,831
+920
945
$6.86M 0.01%
230,303
-47,624
946
$6.86M 0.01%
152,333
-7,642
947
$6.84M 0.01%
335,498
+32,077
948
$6.79M 0.01%
154,705
+60,776
949
$6.74M 0.01%
86,011
+14,470
950
$6.73M 0.01%
94,013
-28,443
36 37
38
39 40