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
1376
$3.32M 0.01%
105,712
+4,059
1377
$3.32M 0.01%
36,398
+860
1378
$3.32M 0.01%
+110,415
1379
$3.32M 0.01%
207,387
-17,972
1380
$3.31M 0.01%
93,026
-1,007
1381
$3.31M 0.01%
62,145
+12,496
1382
$3.31M 0.01%
122,471
+59,149
1383
$3.3M 0.01%
101,819
-958
1384
$3.29M 0.01%
287,605
+10,074
1385
$3.28M 0.01%
155,329
-18,480
1386
$3.27M 0.01%
273,148
+17,470
1387
$3.26M 0.01%
49,369
-269
1388
$3.25M 0.01%
137,967
-10,177
1389
$3.25M 0.01%
5,491
+1,364
1390
$3.23M 0.01%
29,105
-6,218
1391
$3.23M 0.01%
62,629
-1,390
1392
$3.22M 0.01%
79,622
+74,182
1393
$3.22M 0.01%
42,058
+11,694
1394
$3.22M 0.01%
25,437
+2,510
1395
$3.21M 0.01%
48,906
+433
1396
$3.2M 0.01%
47,689
+2,034
1397
$3.2M 0.01%
97,338
+68,777
1398
$3.19M 0.01%
125,719
-2,399
1399
$3.17M 0.01%
12,805
+5,284
1400
$3.17M 0.01%
28,166
+191
54 55
56
57 58