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
1626
$2.38M ﹤0.01%
50,157
+25,597
1627
$2.38M ﹤0.01%
18,239
-6,558
1628
$2.37M ﹤0.01%
99,609
+4,924
1629
$2.37M ﹤0.01%
42,675
+20,392
1630
$2.37M ﹤0.01%
53,145
+391
1631
$2.37M ﹤0.01%
30,671
+2,781
1632
$2.36M ﹤0.01%
63,443
+19,854
1633
$2.36M ﹤0.01%
120,579
-12,113
1634
$2.36M ﹤0.01%
57,576
+8,776
1635
$2.36M ﹤0.01%
22,396
+3,025
1636
$2.36M ﹤0.01%
63,377
+5,215
1637
$2.35M ﹤0.01%
33,856
+3,833
1638
$2.35M ﹤0.01%
10,440
+4,896
1639
$2.35M ﹤0.01%
15,781
+478
1640
$2.35M ﹤0.01%
63,166
-401
1641
$2.35M ﹤0.01%
10,644
+509
1642
$2.35M ﹤0.01%
53,371
+36,000
1643
$2.35M ﹤0.01%
+168,007
1644
$2.35M ﹤0.01%
8,219
+172
1645
$2.34M ﹤0.01%
32,468
+5,269
1646
$2.32M ﹤0.01%
46,855
-73,328
1647
$2.32M ﹤0.01%
116,480
-8,885
1648
$2.31M ﹤0.01%
20,775
+1,532
1649
$2.31M ﹤0.01%
188,764
+13,756
1650
$2.3M ﹤0.01%
21,348
+276
64 65
66
67 68