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
1001
$6.02M 0.01%
18,400
+3,747
1002
$6.02M 0.01%
225,260
-51,169
1003
$6M 0.01%
300,641
+67,892
1004
$5.99M 0.01%
44,035
+7,534
1005
$5.99M 0.01%
68,893
+15,684
1006
$5.97M 0.01%
59,734
-3,693
1007
$5.96M 0.01%
597,625
+21,481
1008
$5.96M 0.01%
158,171
+104,043
1009
$5.96M 0.01%
51,858
-1,952
1010
$5.95M 0.01%
196,500
-1,551
1011
$5.95M 0.01%
260,251
+28,692
1012
$5.94M 0.01%
233,784
+5,715
1013
$5.93M 0.01%
229,680
+23,303
1014
$5.92M 0.01%
303,781
+160,419
1015
$5.9M 0.01%
67,223
+8,406
1016
$5.89M 0.01%
138,561
+13,772
1017
$5.88M 0.01%
286,060
+207,292
1018
$5.86M 0.01%
171,642
+123,191
1019
$5.86M 0.01%
89,299
-2,924
1020
$5.86M 0.01%
143,411
+31,373
1021
$5.85M 0.01%
507,748
+48,388
1022
$5.84M 0.01%
39,307
-4,707
1023
$5.82M 0.01%
59,435
-1,169
1024
$5.81M 0.01%
475,214
+14,516
1025
$5.79M 0.01%
167,186
+17,983
39 40
41
42 43