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
1201
$4.37M 0.01%
87,106
+5,052
1202
$4.35M 0.01%
103,273
+13,147
1203
$4.35M 0.01%
202,202
-3,968
1204
$4.32M 0.01%
57,710
+6,589
1205
$4.32M 0.01%
49,335
-16,299
1206
$4.32M 0.01%
1,129,738
-108,782
1207
$4.31M 0.01%
11,772
+338
1208
$4.31M 0.01%
27,896
+9,097
1209
$4.31M 0.01%
19,076
+1,931
1210
$4.3M 0.01%
24,334
+1,852
1211
$4.29M 0.01%
46,697
-2,168
1212
$4.29M 0.01%
8,432
+503
1213
$4.28M 0.01%
28,986
+9,222
1214
$4.28M 0.01%
111,921
+28,988
1215
$4.25M 0.01%
126,856
-1,584
1216
$4.25M 0.01%
69,037
+16,657
1217
$4.24M 0.01%
36,267
+2,723
1218
$4.24M 0.01%
127,479
+11,713
1219
$4.24M 0.01%
19,745
+1,926
1220
$4.24M 0.01%
77,972
-10,433
1221
$4.23M 0.01%
188,179
-2,909
1222
$4.23M 0.01%
33,418
+9,858
1223
$4.23M 0.01%
22,702
+1,295
1224
$4.21M 0.01%
98,138
+10,888
1225
$4.21M 0.01%
155,245
+144,058
47 48
49
50 51