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
1226
$4.2M 0.01%
38,781
+5,941
1227
$4.2M 0.01%
8,625
+589
1228
$4.19M 0.01%
41,819
+1,799
1229
$4.17M 0.01%
255,021
+31,930
1230
$4.16M 0.01%
194,723
+13,424
1231
$4.16M 0.01%
137,192
-1,904
1232
$4.15M 0.01%
185,105
+7,438
1233
$4.14M 0.01%
42,815
-3,061
1234
$4.14M 0.01%
37,042
-8,788
1235
$4.14M 0.01%
127,157
+23,694
1236
$4.13M 0.01%
+109,259
1237
$4.13M 0.01%
144,718
-3,112
1238
$4.13M 0.01%
75,509
-1,361
1239
$4.12M 0.01%
13,024
+1,012
1240
$4.12M 0.01%
183,644
-1,130
1241
$4.11M 0.01%
122,303
+15,905
1242
$4.1M 0.01%
130,553
+27,172
1243
$4.09M 0.01%
62,872
+13,006
1244
$4.09M 0.01%
157,814
-357,675
1245
$4.07M 0.01%
87,491
+26,441
1246
$4.07M 0.01%
85,504
-45,820
1247
$4.07M 0.01%
79,787
+75,121
1248
$4.06M 0.01%
168,646
-8,707
1249
$4.05M 0.01%
282,588
+21,044
1250
$4.05M 0.01%
21,421
+3,262
48 49
50
51 52