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
1176
$4.59M 0.01%
+150,595
1177
$4.58M 0.01%
47,027
+2,952
1178
$4.57M 0.01%
178,911
-16,533
1179
$4.57M 0.01%
165,042
+21,033
1180
$4.57M 0.01%
21,850
-2,450
1181
$4.57M 0.01%
66,249
-287
1182
$4.56M 0.01%
190,226
-5,283
1183
$4.53M 0.01%
81,327
+3,813
1184
$4.53M 0.01%
64,940
+1,978
1185
$4.52M 0.01%
306,353
-5,231
1186
$4.52M 0.01%
116,501
-79,301
1187
$4.51M 0.01%
+563,542
1188
$4.5M 0.01%
55,255
+2,353
1189
$4.5M 0.01%
16,999
-833
1190
$4.46M 0.01%
26,969
+1,597
1191
$4.44M 0.01%
46,044
-31,095
1192
$4.44M 0.01%
17,993
-6,942
1193
$4.41M 0.01%
42,700
-4,097
1194
$4.4M 0.01%
58,982
-3,037
1195
$4.39M 0.01%
141,095
+84,453
1196
$4.39M 0.01%
+68,512
1197
$4.38M 0.01%
118,599
+1,925
1198
$4.38M 0.01%
407,829
-28,046
1199
$4.37M 0.01%
138,453
+7,666
1200
$4.37M 0.01%
92,316
+2,112
46 47
48
49 50