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
1351
$3.47M 0.01%
32,515
-8,460
1352
$3.47M 0.01%
117,072
+6,116
1353
$3.47M 0.01%
49,388
-4,928
1354
$3.45M 0.01%
20,537
-2,173
1355
$3.45M 0.01%
29,129
+5,241
1356
$3.45M 0.01%
33,990
-30,812
1357
$3.43M 0.01%
306,685
-4,195
1358
$3.43M 0.01%
49,321
-4,943
1359
$3.43M 0.01%
88,449
-5,153
1360
$3.43M 0.01%
+50,996
1361
$3.43M 0.01%
83,523
+26,897
1362
$3.42M 0.01%
47,847
+1,837
1363
$3.41M 0.01%
17,085
+4,781
1364
$3.41M 0.01%
19,424
+5,108
1365
$3.41M 0.01%
146,178
+16,962
1366
$3.4M 0.01%
23,660
+2,442
1367
$3.4M 0.01%
43,944
-4,065
1368
$3.39M 0.01%
56,500
-3,727
1369
$3.38M 0.01%
36,592
-9,192
1370
$3.36M 0.01%
123,876
+17,023
1371
$3.36M 0.01%
152,210
+30,245
1372
$3.35M 0.01%
29,385
-1,915
1373
$3.33M 0.01%
36,616
+2,232
1374
$3.33M 0.01%
18,197
+4,699
1375
$3.32M 0.01%
211,501
+2,255
53 54
55
56 57