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
1501
$2.78M 0.01%
66,505
-4,242
1502
$2.78M 0.01%
68,234
-22,099
1503
$2.78M 0.01%
8,401
-257
1504
$2.78M 0.01%
63,304
-244
1505
$2.78M 0.01%
229,721
+10,208
1506
$2.77M 0.01%
49,868
+8,207
1507
$2.77M 0.01%
102,082
+18,877
1508
$2.77M 0.01%
29,977
+3,997
1509
$2.77M 0.01%
72,100
-467
1510
$2.77M 0.01%
59,434
+16,402
1511
$2.77M 0.01%
28,362
+5,004
1512
$2.77M 0.01%
46,677
+5,120
1513
$2.76M 0.01%
30,029
+6,246
1514
$2.76M 0.01%
108,311
+3,950
1515
$2.76M 0.01%
36,741
+2,750
1516
$2.76M 0.01%
23,666
+8,610
1517
$2.76M 0.01%
122,375
+3,314
1518
$2.75M 0.01%
178,470
+23,016
1519
$2.75M 0.01%
4,817
+665
1520
$2.74M 0.01%
100,447
+4,846
1521
$2.74M 0.01%
+118,381
1522
$2.74M 0.01%
33,243
-3,005
1523
$2.73M 0.01%
95,671
+34,769
1524
$2.73M 0.01%
35,991
+8,770
1525
$2.72M 0.01%
184,214
-11,632
59 60
61
62 63