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
76
$133M 0.26%
779,440
+66,897
77
$131M 0.25%
+1,466,900
78
$131M 0.25%
239,139
+19,890
79
$130M 0.25%
587,258
+60,018
80
$130M 0.25%
247,382
+20,804
81
$128M 0.25%
3,843,349
+779,618
82
$128M 0.25%
2,444,446
+531,617
83
$126M 0.24%
2,034,679
+32,886
84
$125M 0.24%
1,252,419
-529,494
85
$125M 0.24%
744,628
+33,709
86
$122M 0.24%
1,587,390
-4,506
87
$121M 0.23%
3,050,964
+525,694
88
$119M 0.23%
1,181,615
+202,709
89
$118M 0.23%
2,013,002
-74,866
90
$118M 0.23%
708,973
+52,988
91
$116M 0.23%
2,337,666
+543,839
92
$115M 0.22%
1,271,933
+73,614
93
$114M 0.22%
1,634,728
+116,340
94
$109M 0.21%
4,859,643
+568,696
95
$106M 0.21%
2,794,248
+483,625
96
$100M 0.19%
1,979,162
-39,521
97
$98.9M 0.19%
898,816
+7,973
98
$98.8M 0.19%
703,233
+10,647
99
$97.1M 0.19%
1,647,151
+613,680
100
$96.7M 0.19%
309,589
+16,071
2 3
4
5 6