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
1051
$5.49M 0.01%
27,713
+7,270
1052
$5.46M 0.01%
43,878
+7,598
1053
$5.46M 0.01%
161,260
+1,121
1054
$5.46M 0.01%
129,831
+40,998
1055
$5.46M 0.01%
135,029
+4,703
1056
$5.43M 0.01%
56,418
+13,272
1057
$5.41M 0.01%
163,266
+21,316
1058
$5.4M 0.01%
99,250
+54,203
1059
$5.39M 0.01%
174,189
-75,535
1060
$5.39M 0.01%
78,879
+6,697
1061
$5.39M 0.01%
214,054
+195,418
1062
$5.38M 0.01%
73,139
+2,081
1063
$5.38M 0.01%
111,201
-54,143
1064
$5.37M 0.01%
100,429
+5,234
1065
$5.34M 0.01%
63,776
+2,152
1066
$5.34M 0.01%
353,572
+19,483
1067
$5.34M 0.01%
55,872
+127
1068
$5.33M 0.01%
26,853
-15,613
1069
$5.33M 0.01%
29,805
-1,909
1070
$5.3M 0.01%
147,218
+468
1071
$5.3M 0.01%
130,943
-22,037
1072
$5.3M 0.01%
+116,055
1073
$5.29M 0.01%
721,364
-2,476
1074
$5.28M 0.01%
164,626
+1,067
1075
$5.28M 0.01%
97,347
-26,995
41 42
43
44 45