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
1076
$5.28M 0.01%
192,178
+177,619
1077
$5.28M 0.01%
151,113
+21,106
1078
$5.28M 0.01%
103,384
+98,284
1079
$5.28M 0.01%
37,651
-21,285
1080
$5.27M 0.01%
121,151
+581
1081
$5.26M 0.01%
79,138
+27,750
1082
$5.25M 0.01%
23,450
+2,879
1083
$5.25M 0.01%
273,770
+41,751
1084
$5.25M 0.01%
24,729
+4,090
1085
$5.25M 0.01%
215,410
+17,202
1086
$5.24M 0.01%
154,848
-47,382
1087
$5.24M 0.01%
72,253
+928
1088
$5.23M 0.01%
64,531
-99,889
1089
$5.2M 0.01%
381,847
+19,536
1090
$5.19M 0.01%
61,564
+5,461
1091
$5.18M 0.01%
+181,932
1092
$5.18M 0.01%
214,316
+50,780
1093
$5.16M 0.01%
151,297
+94,546
1094
$5.16M 0.01%
96,702
+17,872
1095
$5.16M 0.01%
87,547
+6,019
1096
$5.16M 0.01%
178,462
+11,800
1097
$5.15M 0.01%
96,641
-4,422
1098
$5.13M 0.01%
262,856
+10,125
1099
$5.12M 0.01%
165,286
+79,306
1100
$5.12M 0.01%
276,433
-17,549
42 43
44
45 46