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
1951
$1.53M ﹤0.01%
50,689
+1,290
1952
$1.53M ﹤0.01%
5,428
-2,324
1953
$1.53M ﹤0.01%
18,547
+1,485
1954
$1.53M ﹤0.01%
34,995
-10,952
1955
$1.52M ﹤0.01%
23,283
-779
1956
$1.52M ﹤0.01%
44,406
+7,597
1957
$1.52M ﹤0.01%
52,947
+28,004
1958
$1.52M ﹤0.01%
39,688
+11,608
1959
$1.51M ﹤0.01%
+98,627
1960
$1.51M ﹤0.01%
65,806
-1,317
1961
$1.51M ﹤0.01%
37,495
+25,539
1962
$1.49M ﹤0.01%
58,918
+2,847
1963
$1.49M ﹤0.01%
28,866
+2,165
1964
$1.49M ﹤0.01%
72,329
+30,752
1965
$1.49M ﹤0.01%
44,992
-13,907
1966
$1.49M ﹤0.01%
48,493
+8,951
1967
$1.49M ﹤0.01%
122,950
+5,558
1968
$1.48M ﹤0.01%
+5,834
1969
$1.48M ﹤0.01%
61,139
-13,929
1970
$1.47M ﹤0.01%
16,358
+4,047
1971
$1.47M ﹤0.01%
19,679
+1,857
1972
$1.47M ﹤0.01%
+72,126
1973
$1.47M ﹤0.01%
55,236
+16,123
1974
$1.47M ﹤0.01%
11,225
+2,435
1975
$1.46M ﹤0.01%
81,902
+10,163
77 78
79
80 81