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
1901
$1.62M ﹤0.01%
23,317
+1,256
1902
$1.62M ﹤0.01%
66,984
-6,391
1903
$1.62M ﹤0.01%
80,612
+36,352
1904
$1.61M ﹤0.01%
27,714
-80
1905
$1.61M ﹤0.01%
70,846
+26,395
1906
$1.61M ﹤0.01%
47,069
-8,584
1907
$1.61M ﹤0.01%
71,944
+18,420
1908
$1.61M ﹤0.01%
29,973
-2,749
1909
$1.61M ﹤0.01%
19,310
+69
1910
$1.6M ﹤0.01%
75,602
+270
1911
$1.6M ﹤0.01%
15,834
+1,319
1912
$1.6M ﹤0.01%
34,720
-1,983
1913
$1.6M ﹤0.01%
31,112
-13,959
1914
$1.6M ﹤0.01%
4,339
+252
1915
$1.6M ﹤0.01%
50,315
-3,233
1916
$1.6M ﹤0.01%
81,285
+2,898
1917
$1.59M ﹤0.01%
10,110
+2,939
1918
$1.59M ﹤0.01%
70,319
+14,079
1919
$1.59M ﹤0.01%
21,201
+1,039
1920
$1.59M ﹤0.01%
194,976
-16,245
1921
$1.59M ﹤0.01%
48,103
+9,178
1922
$1.59M ﹤0.01%
28,236
-1,154
1923
$1.59M ﹤0.01%
6,999
+63
1924
$1.58M ﹤0.01%
27,972
+1,656
1925
$1.58M ﹤0.01%
36,997
+7,869
75 76
77
78 79