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
1976
$1.46M ﹤0.01%
31,637
-7,111
1977
$1.45M ﹤0.01%
9,664
+660
1978
$1.45M ﹤0.01%
20,839
+1,125
1979
$1.45M ﹤0.01%
1,231
+156
1980
$1.45M ﹤0.01%
49,461
-1,948
1981
$1.45M ﹤0.01%
8,125
-3,845
1982
$1.44M ﹤0.01%
22,704
+166
1983
$1.44M ﹤0.01%
9,077
-2,028
1984
$1.44M ﹤0.01%
41,257
+299
1985
$1.44M ﹤0.01%
135,968
+8,330
1986
$1.44M ﹤0.01%
8,694
+20
1987
$1.43M ﹤0.01%
78,302
+5,310
1988
$1.43M ﹤0.01%
52,268
+3,880
1989
$1.42M ﹤0.01%
27,507
+3,021
1990
$1.42M ﹤0.01%
22,668
-9,810
1991
$1.42M ﹤0.01%
+55,573
1992
$1.42M ﹤0.01%
45,578
+33,615
1993
$1.42M ﹤0.01%
31,501
+356
1994
$1.42M ﹤0.01%
56,763
+19,470
1995
$1.42M ﹤0.01%
48,395
-4,902
1996
$1.41M ﹤0.01%
58,180
+15,066
1997
$1.41M ﹤0.01%
35,305
+27,161
1998
$1.41M ﹤0.01%
76,169
+4,111
1999
$1.4M ﹤0.01%
122,023
-122,427
2000
$1.4M ﹤0.01%
4,012
+499
78 79
80
81 82