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
1926
$1.58M ﹤0.01%
37,252
-11,704
1927
$1.58M ﹤0.01%
78,778
-7,321
1928
$1.58M ﹤0.01%
20,679
+10,525
1929
$1.57M ﹤0.01%
260,972
+12,716
1930
$1.57M ﹤0.01%
9,439
+3,280
1931
$1.57M ﹤0.01%
5,347
+1,888
1932
$1.57M ﹤0.01%
24,718
+1,453
1933
$1.57M ﹤0.01%
11,925
+7,214
1934
$1.56M ﹤0.01%
26,282
-7,011
1935
$1.56M ﹤0.01%
25,274
+17,712
1936
$1.56M ﹤0.01%
414,254
+31,139
1937
$1.56M ﹤0.01%
37,009
+6,454
1938
$1.56M ﹤0.01%
48,034
-7,400
1939
$1.56M ﹤0.01%
10,492
-123
1940
$1.55M ﹤0.01%
36,762
+2,847
1941
$1.55M ﹤0.01%
27,524
+369
1942
$1.55M ﹤0.01%
205,868
+4,917
1943
$1.55M ﹤0.01%
11,444
-451
1944
$1.54M ﹤0.01%
8,873
-1,730
1945
$1.54M ﹤0.01%
9,146
+3,791
1946
$1.54M ﹤0.01%
46,426
+14,322
1947
$1.54M ﹤0.01%
120,972
+1,114
1948
$1.54M ﹤0.01%
49,694
+43,541
1949
$1.54M ﹤0.01%
149,950
+1,020
1950
$1.54M ﹤0.01%
43,987
+2,472
76 77
78
79 80