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
1301
$3.74M 0.01%
77,311
-162,986
1302
$3.73M 0.01%
94,107
+6,281
1303
$3.73M 0.01%
80,039
+26,134
1304
$3.71M 0.01%
120,378
+1,223
1305
$3.7M 0.01%
122,118
-11,575
1306
$3.7M 0.01%
+68,904
1307
$3.69M 0.01%
101,766
+9,585
1308
$3.68M 0.01%
73,391
-30,112
1309
$3.68M 0.01%
21,046
-5,274
1310
$3.68M 0.01%
462,470
+10,095
1311
$3.67M 0.01%
65,440
+9,664
1312
$3.67M 0.01%
191,097
+38,524
1313
$3.67M 0.01%
77,616
+11,105
1314
$3.67M 0.01%
77,601
-41,446
1315
$3.66M 0.01%
12,014
-18
1316
$3.66M 0.01%
28,284
+4,145
1317
$3.65M 0.01%
+123,650
1318
$3.65M 0.01%
154,608
+9,203
1319
$3.64M 0.01%
92,945
+28,748
1320
$3.64M 0.01%
82,146
+8,878
1321
$3.63M 0.01%
122,891
+25,748
1322
$3.62M 0.01%
22,438
+1,711
1323
$3.62M 0.01%
65,709
-2,062
1324
$3.62M 0.01%
90,349
+23,946
1325
$3.61M 0.01%
27,846
+14,207
51 52
53
54 55