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
2026
$1.36M ﹤0.01%
4,220
-14
2027
$1.35M ﹤0.01%
14,105
+2,481
2028
$1.35M ﹤0.01%
7,837
-106
2029
$1.35M ﹤0.01%
57,622
-7,535
2030
$1.35M ﹤0.01%
102,222
+4,256
2031
$1.35M ﹤0.01%
9,673
+2,839
2032
$1.35M ﹤0.01%
46,883
-4,553
2033
$1.35M ﹤0.01%
63,327
+30,683
2034
$1.34M ﹤0.01%
8,567
+1,124
2035
$1.34M ﹤0.01%
53,470
-778
2036
$1.34M ﹤0.01%
21,118
-1,992
2037
$1.34M ﹤0.01%
17,581
+1,849
2038
$1.34M ﹤0.01%
33,721
-2,414
2039
$1.34M ﹤0.01%
44,828
+4,860
2040
$1.34M ﹤0.01%
34,093
+603
2041
$1.33M ﹤0.01%
47,145
+16,286
2042
$1.33M ﹤0.01%
10,941
+809
2043
$1.33M ﹤0.01%
93,478
-8,937
2044
$1.32M ﹤0.01%
3,466
-513
2045
$1.32M ﹤0.01%
9,964
+1,722
2046
$1.32M ﹤0.01%
56,355
-25,836
2047
$1.32M ﹤0.01%
+27,294
2048
$1.32M ﹤0.01%
91,662
+78,498
2049
$1.32M ﹤0.01%
43,829
+2,075
2050
$1.31M ﹤0.01%
46,845
-39,753
80 81
82
83 84