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
1826
$1.79M ﹤0.01%
346,267
+36,628
1827
$1.79M ﹤0.01%
24,206
+7,616
1828
$1.78M ﹤0.01%
35,596
+7,571
1829
$1.78M ﹤0.01%
71,250
+6,813
1830
$1.78M ﹤0.01%
51,559
+14,396
1831
$1.78M ﹤0.01%
47,374
+2,870
1832
$1.78M ﹤0.01%
113,280
+27,505
1833
$1.77M ﹤0.01%
16,725
+4,435
1834
$1.77M ﹤0.01%
21,649
+560
1835
$1.77M ﹤0.01%
7,965
+884
1836
$1.77M ﹤0.01%
74,069
+3,377
1837
$1.76M ﹤0.01%
82,210
+21,895
1838
$1.76M ﹤0.01%
20,890
+2,649
1839
$1.76M ﹤0.01%
30,444
+312
1840
$1.76M ﹤0.01%
85,771
+9,862
1841
$1.76M ﹤0.01%
33,822
+9,093
1842
$1.75M ﹤0.01%
146,213
-2,535
1843
$1.75M ﹤0.01%
203,383
-20,989
1844
$1.75M ﹤0.01%
24,196
-28,521
1845
$1.75M ﹤0.01%
26,466
-1,460
1846
$1.74M ﹤0.01%
88,810
+30,726
1847
$1.73M ﹤0.01%
356,281
+79,034
1848
$1.73M ﹤0.01%
51,375
+2,937
1849
$1.73M ﹤0.01%
85,822
+8,354
1850
$1.73M ﹤0.01%
12,608
-661
72 73
74
75 76