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
1476
$2.87M 0.01%
38,523
+15,153
1477
$2.86M 0.01%
25,996
-180
1478
$2.86M 0.01%
102,343
+8,564
1479
$2.86M 0.01%
92,278
-2,779
1480
$2.86M 0.01%
150,506
+1,299
1481
$2.85M 0.01%
1,538
+85
1482
$2.85M 0.01%
99,220
+10,782
1483
$2.84M 0.01%
58,858
-5,273
1484
$2.84M 0.01%
71,179
-2,763
1485
$2.84M 0.01%
48,842
+1,126
1486
$2.83M 0.01%
36,822
+15,994
1487
$2.83M 0.01%
56,938
+10,541
1488
$2.81M 0.01%
67,772
+1,758
1489
$2.81M 0.01%
13,962
-176
1490
$2.81M 0.01%
89,321
+49,512
1491
$2.81M 0.01%
16,216
+371
1492
$2.8M 0.01%
95,825
-263,335
1493
$2.8M 0.01%
25,653
-10,799
1494
$2.8M 0.01%
418,477
+27,917
1495
$2.8M 0.01%
292,030
+18,181
1496
$2.79M 0.01%
+115,095
1497
$2.79M 0.01%
120,034
+15,072
1498
$2.79M 0.01%
47,967
+1,570
1499
$2.79M 0.01%
36,888
-14,531
1500
$2.79M 0.01%
74,049
-421,506
58 59
60
61 62