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
2001
$1.4M ﹤0.01%
48,947
-4,873
2002
$1.4M ﹤0.01%
66,315
+5,412
2003
$1.4M ﹤0.01%
49,215
+8,432
2004
$1.39M ﹤0.01%
83,233
+5,762
2005
$1.39M ﹤0.01%
61,936
+2,338
2006
$1.39M ﹤0.01%
30,766
-5,035
2007
$1.39M ﹤0.01%
59,503
+18,061
2008
$1.39M ﹤0.01%
49,775
+963
2009
$1.39M ﹤0.01%
66,054
+6,415
2010
$1.39M ﹤0.01%
89,262
-15,772
2011
$1.39M ﹤0.01%
55,609
-16,040
2012
$1.38M ﹤0.01%
21,091
+12,222
2013
$1.38M ﹤0.01%
36,161
-2,960
2014
$1.38M ﹤0.01%
32,407
-243
2015
$1.38M ﹤0.01%
11,862
-7,222
2016
$1.38M ﹤0.01%
18,153
-56
2017
$1.37M ﹤0.01%
58,211
+644
2018
$1.37M ﹤0.01%
54,842
+16,635
2019
$1.37M ﹤0.01%
67,365
-27,993
2020
$1.37M ﹤0.01%
35,087
-1,530
2021
$1.37M ﹤0.01%
31,844
+74
2022
$1.37M ﹤0.01%
20,606
+745
2023
$1.36M ﹤0.01%
19,580
-2,356
2024
$1.36M ﹤0.01%
+27,409
2025
$1.36M ﹤0.01%
46,494
-1,406
79 80
81
82 83