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
1101
$5.09M 0.01%
124,566
+32,263
1102
$5.09M 0.01%
23,308
-74
1103
$5.09M 0.01%
62,495
+25,528
1104
$5.09M 0.01%
107,761
+4,437
1105
$5.09M 0.01%
90,788
+29,930
1106
$5.07M 0.01%
207,302
+57,801
1107
$5.05M 0.01%
+102,130
1108
$5.05M 0.01%
35,251
+3,754
1109
$5.04M 0.01%
100,412
+39,809
1110
$5.04M 0.01%
14,921
+490
1111
$5.03M 0.01%
382,158
-23,820
1112
$5.03M 0.01%
44,605
+4,022
1113
$5M 0.01%
71,163
-36,832
1114
$4.99M 0.01%
90,061
+2,530
1115
$4.99M 0.01%
130,317
-2,935
1116
$4.99M 0.01%
61,057
-3,546
1117
$4.98M 0.01%
158,197
-17,807
1118
$4.98M 0.01%
47,148
+32,348
1119
$4.97M 0.01%
62,074
+2,720
1120
$4.96M 0.01%
112,945
+29,906
1121
$4.96M 0.01%
50,880
-3,454
1122
$4.96M 0.01%
43,442
+6,504
1123
$4.95M 0.01%
50,750
+5,754
1124
$4.92M 0.01%
125,496
+22,371
1125
$4.92M 0.01%
58,194
+1,430
43 44
45
46 47