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
1551
$2.64M 0.01%
34,762
+31
1552
$2.64M 0.01%
8,507
-149
1553
$2.64M 0.01%
62,794
+22,323
1554
$2.62M 0.01%
40,564
-333
1555
$2.62M 0.01%
20,957
+2,649
1556
$2.62M 0.01%
252,994
-6,750
1557
$2.62M 0.01%
69,459
+27,682
1558
$2.62M 0.01%
43,002
+8,276
1559
$2.61M 0.01%
55,636
+16,849
1560
$2.61M 0.01%
117,309
+12,456
1561
$2.61M 0.01%
26,103
+713
1562
$2.61M 0.01%
13,212
+1,368
1563
$2.61M 0.01%
11,765
+474
1564
$2.61M 0.01%
55,281
+2,412
1565
$2.6M 0.01%
51,526
+38,257
1566
$2.59M 0.01%
81,457
-408
1567
$2.58M 0.01%
191,530
+68,548
1568
$2.56M 0.01%
31,035
+107
1569
$2.56M 0.01%
17,319
+8,839
1570
$2.56M 0.01%
293,420
+13,781
1571
$2.55M ﹤0.01%
89,342
-1,201
1572
$2.55M ﹤0.01%
+107,498
1573
$2.55M ﹤0.01%
178,935
+1,854
1574
$2.55M ﹤0.01%
27,073
-5,095
1575
$2.55M ﹤0.01%
66,453
-27,246
61 62
63
64 65