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
126
$83.2M 0.16%
3,621,887
-273,955
127
$82.6M 0.16%
885,760
+107,250
128
$82.5M 0.16%
389,916
+17,940
129
$82.3M 0.16%
535,930
+20,137
130
$82.1M 0.16%
1,586,218
+80,656
131
$81.5M 0.16%
307,905
+8,188
132
$81.4M 0.16%
193,773
-11,589
133
$80.9M 0.16%
1,862,245
+66,375
134
$77.6M 0.15%
235,195
+1,671
135
$77.5M 0.15%
1,304,800
+67,506
136
$77.5M 0.15%
1,188,235
+79,970
137
$76.4M 0.15%
626,430
+36,049
138
$76.2M 0.15%
306,599
+21,643
139
$74.3M 0.14%
723,353
-66,135
140
$73.8M 0.14%
272,393
+190,991
141
$73.7M 0.14%
1,175,080
+142,861
142
$73.4M 0.14%
489,844
+37,095
143
$72.7M 0.14%
288,917
+3,152
144
$71.9M 0.14%
2,638,460
+48,514
145
$71.8M 0.14%
1,082,621
-36,377
146
$71.5M 0.14%
1,125,791
+152,762
147
$71.3M 0.14%
903,766
+25,424
148
$71M 0.14%
806,650
+39,664
149
$70.5M 0.14%
226,219
+26,309
150
$70.5M 0.14%
1,173,882
+108,685
4 5
6
7 8