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
1451
$2.98M 0.01%
70,331
-14,886
1452
$2.98M 0.01%
24,940
-1,869
1453
$2.97M 0.01%
+60,142
1454
$2.97M 0.01%
83,207
+39,643
1455
$2.96M 0.01%
93,070
+15,577
1456
$2.96M 0.01%
107,948
+17,739
1457
$2.96M 0.01%
147,753
+23,716
1458
$2.95M 0.01%
86,482
+30,997
1459
$2.95M 0.01%
69,495
+28,451
1460
$2.94M 0.01%
74,741
+983
1461
$2.94M 0.01%
303,458
+38,353
1462
$2.94M 0.01%
98,688
+14,124
1463
$2.93M 0.01%
24,926
+4,774
1464
$2.93M 0.01%
63,696
+865
1465
$2.92M 0.01%
89,193
+5,626
1466
$2.91M 0.01%
34,647
+1,505
1467
$2.91M 0.01%
56,590
+32,265
1468
$2.9M 0.01%
30,444
+1,196
1469
$2.89M 0.01%
115,840
+5,000
1470
$2.89M 0.01%
80,424
+19,829
1471
$2.89M 0.01%
93,857
+48,511
1472
$2.88M 0.01%
109,525
-8,408
1473
$2.88M 0.01%
52,532
+14,934
1474
$2.88M 0.01%
45,169
+3,095
1475
$2.88M 0.01%
74,135
-1,647
57 58
59
60 61