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
1126
$4.92M 0.01%
120,004
-35,414
1127
$4.91M 0.01%
159,055
+9,453
1128
$4.89M 0.01%
49,907
-4,887
1129
$4.89M 0.01%
210,205
+7,093
1130
$4.88M 0.01%
130,037
-79,580
1131
$4.88M 0.01%
116,468
+11,339
1132
$4.87M 0.01%
168,533
+30,904
1133
$4.86M 0.01%
283,075
+177
1134
$4.86M 0.01%
149,311
+4,980
1135
$4.85M 0.01%
108,923
-167,015
1136
$4.85M 0.01%
239,959
+32,661
1137
$4.85M 0.01%
111,919
+4,885
1138
$4.84M 0.01%
155,432
+6,872
1139
$4.84M 0.01%
117,647
+57,013
1140
$4.83M 0.01%
9,714
+497
1141
$4.82M 0.01%
25,706
+4,414
1142
$4.81M 0.01%
11,331
+1,185
1143
$4.81M 0.01%
36,160
+5,948
1144
$4.79M 0.01%
27,256
+136
1145
$4.78M 0.01%
204,522
+6,566
1146
$4.77M 0.01%
242,554
+37,989
1147
$4.76M 0.01%
188,628
+61,383
1148
$4.76M 0.01%
392,290
+125,605
1149
$4.76M 0.01%
126,912
+10,952
1150
$4.76M 0.01%
102,975
+31,045
44 45
46
47 48