Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$853M
2
+$131M
3
+$66.3M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$63.6M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$60.7M

Top Sells

1
+$65.5M
2
+$54M
3
+$49.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$44.6M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$43.7M

Sector Composition

1 Technology 9.44%
2 Financials 4.66%
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
1151
$4.75M 0.01%
134,585
+94,575
1152
$4.75M 0.01%
43,415
+8,929
1153
$4.73M 0.01%
+107,147
1154
$4.73M 0.01%
24,741
+1,138
1155
$4.73M 0.01%
150,803
+50,382
1156
$4.71M 0.01%
76,529
+17,419
1157
$4.68M 0.01%
208,579
+11,739
1158
$4.67M 0.01%
49,328
-7,866
1159
$4.65M 0.01%
101,407
+13,090
1160
$4.65M 0.01%
78,393
+18,025
1161
$4.64M 0.01%
174,043
-17,593
1162
$4.64M 0.01%
22,123
+3,540
1163
$4.64M 0.01%
19,916
+3,463
1164
$4.63M 0.01%
195,212
+31,500
1165
$4.63M 0.01%
180,214
+155,440
1166
$4.62M 0.01%
79,017
-903
1167
$4.62M 0.01%
177,019
+138,961
1168
$4.62M 0.01%
154,505
+114,873
1169
$4.62M 0.01%
411,582
+21,612
1170
$4.61M 0.01%
118,870
-10,803
1171
$4.61M 0.01%
76,650
+4,832
1172
$4.6M 0.01%
113,765
+21,340
1173
$4.6M 0.01%
105,878
+44,041
1174
$4.59M 0.01%
8,114
-2,514
1175
$4.59M 0.01%
91,750
-3,256
45 46
47
48 49