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
1326
$3.6M 0.01%
56,254
-23,997
1327
$3.6M 0.01%
62,856
+11,161
1328
$3.6M 0.01%
329,795
+8,087
1329
$3.59M 0.01%
175,389
+58,727
1330
$3.59M 0.01%
59,122
+7,435
1331
$3.59M 0.01%
35,886
+173
1332
$3.59M 0.01%
33,958
-4,422
1333
$3.59M 0.01%
34,282
+13,044
1334
$3.58M 0.01%
63,263
+38,620
1335
$3.58M 0.01%
77,508
+8,448
1336
$3.57M 0.01%
45,419
+314
1337
$3.57M 0.01%
37,253
-152,746
1338
$3.55M 0.01%
77,654
+1,098
1339
$3.55M 0.01%
66,536
+8,959
1340
$3.52M 0.01%
55,174
+6,720
1341
$3.51M 0.01%
114,090
+18,247
1342
$3.51M 0.01%
85,775
+10,069
1343
$3.5M 0.01%
173,067
-12,233
1344
$3.49M 0.01%
68,568
+6,768
1345
$3.49M 0.01%
9,120
-596
1346
$3.49M 0.01%
90,036
-116
1347
$3.49M 0.01%
144,349
+58,168
1348
$3.48M 0.01%
119,646
+42,656
1349
$3.48M 0.01%
37,865
+9,262
1350
$3.47M 0.01%
10,780
+5,133
52 53
54
55 56