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
1426
$3.07M 0.01%
64,268
-4,651
1427
$3.05M 0.01%
43,357
-7,246
1428
$3.05M 0.01%
133,025
+9,507
1429
$3.05M 0.01%
59,660
+30,579
1430
$3.04M 0.01%
258,573
+5,727
1431
$3.04M 0.01%
58,997
+1,666
1432
$3.04M 0.01%
94,351
+5,392
1433
$3.03M 0.01%
79,040
-8,712
1434
$3.03M 0.01%
222,327
+16,408
1435
$3.02M 0.01%
8,882
+458
1436
$3.02M 0.01%
154,760
+32,022
1437
$3.02M 0.01%
14,990
-1,479
1438
$3.02M 0.01%
9,493
+251
1439
$3.02M 0.01%
18,951
+2,231
1440
$3.01M 0.01%
145,155
-35,061
1441
$3.01M 0.01%
123,455
+81,337
1442
$3.01M 0.01%
54,700
-35,519
1443
$3.01M 0.01%
136,380
+65,553
1444
$3M 0.01%
83,039
+10,955
1445
$3M 0.01%
100,806
+37,300
1446
$3M 0.01%
15,201
+817
1447
$3M 0.01%
262,311
-31,055
1448
$2.99M 0.01%
209,555
+34,771
1449
$2.98M 0.01%
16,475
+4,427
1450
$2.98M 0.01%
34,520
-1,503
56 57
58
59 60