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
976
$6.36M 0.01%
34,641
-6,920
977
$6.35M 0.01%
+186,860
978
$6.35M 0.01%
127,293
+33,250
979
$6.33M 0.01%
137,269
+16,125
980
$6.33M 0.01%
93,080
+6,881
981
$6.3M 0.01%
671,895
+158,522
982
$6.29M 0.01%
45,481
+15,443
983
$6.28M 0.01%
49,359
-18,591
984
$6.27M 0.01%
161,379
-824
985
$6.26M 0.01%
538,257
+18,213
986
$6.25M 0.01%
44,217
-2,557
987
$6.24M 0.01%
191,846
+18,903
988
$6.23M 0.01%
19,637
+2,919
989
$6.22M 0.01%
70,594
+18,085
990
$6.17M 0.01%
276,295
+208,277
991
$6.16M 0.01%
121,573
+91,004
992
$6.15M 0.01%
49,223
+9,323
993
$6.14M 0.01%
491,263
-27,513
994
$6.12M 0.01%
260,360
-56,547
995
$6.11M 0.01%
83,361
+52,675
996
$6.11M 0.01%
+192,720
997
$6.11M 0.01%
46,913
+6,509
998
$6.05M 0.01%
157,473
+1,868
999
$6.05M 0.01%
74,956
-1,426
1000
$6.04M 0.01%
630,800
+167,101
38 39
40
41 42