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
2051
$1.31M ﹤0.01%
31,339
+2,617
2052
$1.31M ﹤0.01%
11,857
+3,688
2053
$1.31M ﹤0.01%
11,077
-77
2054
$1.31M ﹤0.01%
10,536
+444
2055
$1.3M ﹤0.01%
28,124
+786
2056
$1.3M ﹤0.01%
40,990
-20,168
2057
$1.3M ﹤0.01%
20,928
+2,202
2058
$1.3M ﹤0.01%
26,061
+5,046
2059
$1.29M ﹤0.01%
22,340
-139
2060
$1.29M ﹤0.01%
85,234
+6,239
2061
$1.29M ﹤0.01%
+68,603
2062
$1.29M ﹤0.01%
25,611
+2,042
2063
$1.29M ﹤0.01%
125,221
+27,444
2064
$1.28M ﹤0.01%
8,015
+3,233
2065
$1.28M ﹤0.01%
63,791
+13,989
2066
$1.28M ﹤0.01%
15,943
+1,979
2067
$1.28M ﹤0.01%
20,703
-1,887
2068
$1.28M ﹤0.01%
54,767
+3,300
2069
$1.28M ﹤0.01%
13,756
+8,988
2070
$1.27M ﹤0.01%
33,446
+15,640
2071
$1.27M ﹤0.01%
47,413
-8,048
2072
$1.27M ﹤0.01%
+35,461
2073
$1.27M ﹤0.01%
84,802
+3,688
2074
$1.27M ﹤0.01%
42,889
-191
2075
$1.27M ﹤0.01%
38,609
-552
81 82
83
84 85