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
1401
$3.16M 0.01%
13,276
+309
1402
$3.16M 0.01%
159,226
-2,257
1403
$3.16M 0.01%
78,053
+4,586
1404
$3.16M 0.01%
573,601
+68,157
1405
$3.16M 0.01%
27,133
-869
1406
$3.16M 0.01%
34,630
-3,166
1407
$3.15M 0.01%
27,269
+787
1408
$3.15M 0.01%
111,991
+81,534
1409
$3.14M 0.01%
154,947
+20,524
1410
$3.14M 0.01%
73,847
-215
1411
$3.13M 0.01%
74,962
+10,041
1412
$3.12M 0.01%
67,031
+15,288
1413
$3.11M 0.01%
98,685
+26,732
1414
$3.11M 0.01%
1,662
+13
1415
$3.1M 0.01%
80,804
+9,228
1416
$3.1M 0.01%
84,241
+2,667
1417
$3.1M 0.01%
13,284
-693
1418
$3.09M 0.01%
210,703
+81,353
1419
$3.08M 0.01%
35,403
+4,064
1420
$3.08M 0.01%
43,707
+622
1421
$3.08M 0.01%
62,343
+1,012
1422
$3.07M 0.01%
58,082
+1,644
1423
$3.07M 0.01%
170,058
+19,968
1424
$3.07M 0.01%
102,070
+36,738
1425
$3.07M 0.01%
61,685
-3,091
55 56
57
58 59