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
1276
$3.89M 0.01%
23,006
+4,607
1277
$3.88M 0.01%
175,170
+3,381
1278
$3.88M 0.01%
28,820
+7,801
1279
$3.88M 0.01%
43,293
+270
1280
$3.87M 0.01%
60,692
+9,982
1281
$3.85M 0.01%
104,222
+6,473
1282
$3.85M 0.01%
198,146
+54,976
1283
$3.82M 0.01%
88,233
+5,596
1284
$3.82M 0.01%
190,934
-9,076
1285
$3.82M 0.01%
159,567
+6,530
1286
$3.81M 0.01%
20,885
+1,333
1287
$3.81M 0.01%
39,389
+2,357
1288
$3.8M 0.01%
88,028
+21,727
1289
$3.8M 0.01%
129,717
+33,852
1290
$3.8M 0.01%
156,662
-6,411
1291
$3.8M 0.01%
82,167
+52,886
1292
$3.79M 0.01%
15,568
-563
1293
$3.79M 0.01%
94,413
+38,729
1294
$3.78M 0.01%
192,823
-237,426
1295
$3.77M 0.01%
72,340
+3,435
1296
$3.76M 0.01%
18,164
-1,215
1297
$3.75M 0.01%
513,203
+229,428
1298
$3.75M 0.01%
49,492
+10,974
1299
$3.74M 0.01%
177,641
+44,738
1300
$3.74M 0.01%
102,412
+14,278
50 51
52
53 54