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
1651
$2.3M ﹤0.01%
120,669
-1,463
1652
$2.3M ﹤0.01%
30,889
+10,471
1653
$2.3M ﹤0.01%
91,859
-90,789
1654
$2.29M ﹤0.01%
77,834
+34,619
1655
$2.29M ﹤0.01%
119,202
+26,038
1656
$2.28M ﹤0.01%
6,741
-3,766
1657
$2.28M ﹤0.01%
43,424
-7,985
1658
$2.28M ﹤0.01%
96,197
+38,185
1659
$2.27M ﹤0.01%
26,002
+582
1660
$2.27M ﹤0.01%
96,799
-1,255
1661
$2.27M ﹤0.01%
33,133
+2,723
1662
$2.27M ﹤0.01%
4,989
-607
1663
$2.26M ﹤0.01%
21,299
+1,549
1664
$2.24M ﹤0.01%
+224,647
1665
$2.23M ﹤0.01%
179,388
-9,479
1666
$2.23M ﹤0.01%
38,354
+14,798
1667
$2.23M ﹤0.01%
177,281
+12,996
1668
$2.22M ﹤0.01%
16,488
-475
1669
$2.22M ﹤0.01%
38,677
-273
1670
$2.22M ﹤0.01%
73,030
+23,333
1671
$2.22M ﹤0.01%
50,878
+5,793
1672
$2.22M ﹤0.01%
3,954
-298
1673
$2.21M ﹤0.01%
45,293
+14,404
1674
$2.21M ﹤0.01%
19,663
+3,873
1675
$2.21M ﹤0.01%
310,924
+102,889
65 66
67
68 69