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
101
$96.5M 0.19%
1,134,722
+82,476
102
$96.3M 0.19%
606,408
+70,774
103
$95.6M 0.19%
1,132,397
+189,935
104
$94.4M 0.18%
695,720
+3,830
105
$94.2M 0.18%
350,961
+35,768
106
$92.1M 0.18%
1,672,027
-116,980
107
$91.2M 0.18%
3,218,957
+436,832
108
$91M 0.18%
2,040,355
-7,954
109
$90.7M 0.18%
1,185,039
+169,671
110
$90.5M 0.18%
1,515,962
+547,444
111
$90M 0.17%
828,499
+147,177
112
$89.7M 0.17%
200,812
+11,932
113
$89.2M 0.17%
954,684
+39,501
114
$88.3M 0.17%
1,947,646
+126,559
115
$87.2M 0.17%
339,357
-7,808
116
$86.6M 0.17%
1,447,685
-84,364
117
$86.1M 0.17%
425,986
+50,438
118
$86M 0.17%
1,200,741
+127,774
119
$85.8M 0.17%
1,704,077
-182,242
120
$85.7M 0.17%
516,186
+21,458
121
$85.5M 0.17%
896,033
+197,013
122
$85.4M 0.17%
278,340
+1,135
123
$84.7M 0.16%
2,994,437
+276,012
124
$84.2M 0.16%
1,712,873
-11,328
125
$83.5M 0.16%
755,976
+53,485
3 4
5
6 7