Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$853M
2
+$131M
3
+$66.3M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$63.6M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$60.7M

Top Sells

1
+$65.5M
2
+$54M
3
+$49.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$44.6M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$43.7M

Sector Composition

1 Technology 9.44%
2 Financials 4.66%
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
1676
$2.21M ﹤0.01%
39,151
-385
1677
$2.2M ﹤0.01%
28,867
-32,138
1678
$2.2M ﹤0.01%
42,729
-6,357
1679
$2.2M ﹤0.01%
83,272
+11,290
1680
$2.2M ﹤0.01%
36,944
+175
1681
$2.2M ﹤0.01%
70,927
-19,057
1682
$2.2M ﹤0.01%
14,255
-4,578
1683
$2.2M ﹤0.01%
71,759
-619
1684
$2.19M ﹤0.01%
186,629
-1,806
1685
$2.19M ﹤0.01%
82,013
-5,585
1686
$2.19M ﹤0.01%
20,164
+4,048
1687
$2.18M ﹤0.01%
30,459
-280
1688
$2.17M ﹤0.01%
91,802
+35,947
1689
$2.17M ﹤0.01%
59,592
+6,228
1690
$2.17M ﹤0.01%
41,026
+729
1691
$2.17M ﹤0.01%
5,906
+724
1692
$2.17M ﹤0.01%
66,607
+20,209
1693
$2.16M ﹤0.01%
8,017
+3,247
1694
$2.16M ﹤0.01%
64,995
+11,747
1695
$2.15M ﹤0.01%
21,841
-3,922
1696
$2.15M ﹤0.01%
4,572
-31
1697
$2.15M ﹤0.01%
52,410
+5,164
1698
$2.15M ﹤0.01%
+109,259
1699
$2.15M ﹤0.01%
84,027
-52,964
1700
$2.15M ﹤0.01%
99,237
+41,617
66 67
68
69 70