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
1526
$2.72M 0.01%
56,000
+3,612
1527
$2.72M 0.01%
31,071
+9,543
1528
$2.71M 0.01%
114,245
+15,968
1529
$2.71M 0.01%
29,173
+1,905
1530
$2.71M 0.01%
53,713
-1,747
1531
$2.71M 0.01%
84,664
+32,790
1532
$2.7M 0.01%
34,260
+8,457
1533
$2.7M 0.01%
23,869
-1,745
1534
$2.7M 0.01%
14,369
+1,511
1535
$2.7M 0.01%
48,200
+4,124
1536
$2.69M 0.01%
213,656
+442
1537
$2.69M 0.01%
91,785
-3,312
1538
$2.69M 0.01%
47,554
-5,538
1539
$2.69M 0.01%
78,619
-58,515
1540
$2.69M 0.01%
110,575
-16,131
1541
$2.69M 0.01%
12,003
-602
1542
$2.69M 0.01%
110,212
-14,141
1543
$2.69M 0.01%
32,153
+9,354
1544
$2.68M 0.01%
63,983
-18,315
1545
$2.67M 0.01%
78,001
-1,866
1546
$2.67M 0.01%
77,645
-14,694
1547
$2.67M 0.01%
123,243
+10,245
1548
$2.66M 0.01%
86,369
+1,582
1549
$2.66M 0.01%
39,911
+9,669
1550
$2.66M 0.01%
+131,454
60 61
62
63 64