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
1251
$4.05M 0.01%
193,029
+94,398
1252
$4.04M 0.01%
25,290
+5,647
1253
$4.03M 0.01%
132,570
+21,508
1254
$4.02M 0.01%
+55,502
1255
$4.01M 0.01%
56,420
+167
1256
$4.01M 0.01%
158,607
+1,395
1257
$4M 0.01%
43,091
+21,542
1258
$3.99M 0.01%
297,613
-1,272
1259
$3.99M 0.01%
28,699
+4,757
1260
$3.98M 0.01%
117,157
+11,606
1261
$3.98M 0.01%
69,090
+2,009
1262
$3.96M 0.01%
67,204
+1,323
1263
$3.96M 0.01%
185,648
+12,478
1264
$3.96M 0.01%
+64,107
1265
$3.95M 0.01%
255,579
+34,257
1266
$3.95M 0.01%
114,317
+302
1267
$3.94M 0.01%
119,237
-4,145
1268
$3.94M 0.01%
56,999
+15,701
1269
$3.93M 0.01%
65,948
-9,245
1270
$3.93M 0.01%
287,574
+1,647
1271
$3.92M 0.01%
286,995
-9,391
1272
$3.92M 0.01%
48,099
-2,230
1273
$3.91M 0.01%
71,364
+14,404
1274
$3.91M 0.01%
20,041
+4,933
1275
$3.9M 0.01%
205,879
+107,989
49 50
51
52 53