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
1876
$1.69M ﹤0.01%
51,023
+8,337
1877
$1.68M ﹤0.01%
60,079
+3,505
1878
$1.68M ﹤0.01%
26,116
+5,553
1879
$1.67M ﹤0.01%
74,945
+4,420
1880
$1.67M ﹤0.01%
70,934
+17,064
1881
$1.67M ﹤0.01%
18,592
-2,819
1882
$1.67M ﹤0.01%
15,345
+1,554
1883
$1.65M ﹤0.01%
25,299
-2,008
1884
$1.65M ﹤0.01%
21,132
+396
1885
$1.65M ﹤0.01%
47,342
+3,683
1886
$1.65M ﹤0.01%
59,702
+17,570
1887
$1.64M ﹤0.01%
22,155
+409
1888
$1.64M ﹤0.01%
124,063
-107,258
1889
$1.64M ﹤0.01%
22,219
+5,758
1890
$1.64M ﹤0.01%
30,959
+7,917
1891
$1.64M ﹤0.01%
48,576
+38,549
1892
$1.64M ﹤0.01%
48,218
+17,503
1893
$1.64M ﹤0.01%
63,670
+2,650
1894
$1.63M ﹤0.01%
7,944
+1,183
1895
$1.63M ﹤0.01%
22,842
+18,011
1896
$1.63M ﹤0.01%
25,711
+8,254
1897
$1.63M ﹤0.01%
13,540
+2,246
1898
$1.63M ﹤0.01%
21,010
+2,829
1899
$1.63M ﹤0.01%
17,565
+3,257
1900
$1.63M ﹤0.01%
17,366
+1,186
74 75
76
77 78