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
951
$6.72M 0.01%
127,728
+8,333
952
$6.72M 0.01%
145,839
+33,958
953
$6.71M 0.01%
77,626
+27,141
954
$6.71M 0.01%
10,575
+1,336
955
$6.7M 0.01%
189,612
+2,767
956
$6.7M 0.01%
66,724
+41,558
957
$6.68M 0.01%
64,778
+7,348
958
$6.68M 0.01%
15,917
-1,328
959
$6.67M 0.01%
137,897
+3,007
960
$6.66M 0.01%
130,436
-6,708
961
$6.65M 0.01%
205,425
+13,771
962
$6.64M 0.01%
64,113
-5,407
963
$6.63M 0.01%
125,474
+5,876
964
$6.62M 0.01%
85,239
+8,515
965
$6.53M 0.01%
14,216
+1,388
966
$6.52M 0.01%
203,133
-3,463
967
$6.51M 0.01%
157,288
-20,680
968
$6.49M 0.01%
4,695
-997
969
$6.47M 0.01%
80,168
+624
970
$6.44M 0.01%
134,832
+8,217
971
$6.42M 0.01%
242,276
+10,655
972
$6.4M 0.01%
66,069
-909
973
$6.4M 0.01%
54,971
-7,410
974
$6.39M 0.01%
158,067
+58,338
975
$6.37M 0.01%
81,354
+16,535
37 38
39
40 41