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
176
$61.7M 0.12%
2,261,512
+459,655
177
$60.6M 0.12%
1,156,696
+325,488
178
$60.4M 0.12%
305,921
+4,829
179
$59.9M 0.12%
491,396
+47,126
180
$59.9M 0.12%
1,571,439
+673,303
181
$59.8M 0.12%
456,595
+68,071
182
$59.2M 0.11%
2,335,151
+313,587
183
$59.1M 0.11%
1,019,400
+54,510
184
$59.1M 0.11%
1,156,821
+154,225
185
$58.9M 0.11%
345,205
+26,284
186
$58.2M 0.11%
249,488
+9,542
187
$58M 0.11%
164,379
+5,795
188
$57.8M 0.11%
264,235
+16,768
189
$57.3M 0.11%
617,317
+80,111
190
$56.6M 0.11%
1,131,266
+753,069
191
$56M 0.11%
468,599
+56,762
192
$55.8M 0.11%
490,726
-125,709
193
$55.6M 0.11%
1,038,526
+898,901
194
$55.2M 0.11%
117,628
+2,626
195
$55M 0.11%
272,932
+178,944
196
$54.5M 0.11%
222,858
+32,988
197
$54.1M 0.1%
270,360
+8,078
198
$53.6M 0.1%
519,773
+59,526
199
$53M 0.1%
1,065,813
+243,908
200
$53M 0.1%
173,353
-965
6 7
8
9 10