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
151
$70.3M 0.14%
274,927
-5,863
152
$70M 0.14%
5,452,908
-559,891
153
$69.9M 0.14%
1,919,169
+89,555
154
$69.1M 0.13%
2,575,859
+259,458
155
$68.9M 0.13%
843,030
+25,232
156
$68.4M 0.13%
1,736,317
+96,364
157
$67.4M 0.13%
854,868
+93,255
158
$67.3M 0.13%
823,152
+83,666
159
$67M 0.13%
731,980
+137,889
160
$66.9M 0.13%
2,834,341
+162,216
161
$66.3M 0.13%
1,092,303
+2,017
162
$65.6M 0.13%
1,274,832
+38,064
163
$65.4M 0.13%
468,066
+40,181
164
$65.1M 0.13%
655,930
+13,902
165
$65M 0.13%
1,732,413
-4,141
166
$64.8M 0.13%
1,050,823
+112,353
167
$64.4M 0.12%
545,228
+167,318
168
$64.2M 0.12%
1,267,484
-439,244
169
$64.2M 0.12%
812,929
+57,039
170
$64M 0.12%
784,095
+37,005
171
$63.6M 0.12%
922,942
+257,328
172
$63.5M 0.12%
707,194
+26,263
173
$62.4M 0.12%
685,668
-501,047
174
$62.1M 0.12%
535,159
+52,431
175
$61.8M 0.12%
1,704,310
+827,301
5 6
7
8 9