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
2076
$1.27M ﹤0.01%
105,111
+1,722
2077
$1.27M ﹤0.01%
60,048
+48,981
2078
$1.27M ﹤0.01%
13,992
+1,137
2079
$1.26M ﹤0.01%
31,663
-3,727
2080
$1.26M ﹤0.01%
23,938
-1,800
2081
$1.26M ﹤0.01%
12,901
-11,099
2082
$1.26M ﹤0.01%
277,869
+5,865
2083
$1.26M ﹤0.01%
7,870
-2,582
2084
$1.26M ﹤0.01%
20,120
+2,965
2085
$1.26M ﹤0.01%
8,648
-1,851
2086
$1.26M ﹤0.01%
24,127
+811
2087
$1.26M ﹤0.01%
19,070
+3,094
2088
$1.25M ﹤0.01%
7,666
+4,912
2089
$1.25M ﹤0.01%
36,266
+25,806
2090
$1.25M ﹤0.01%
59,561
-2,416
2091
$1.25M ﹤0.01%
21,577
+1,395
2092
$1.25M ﹤0.01%
61,674
+37,053
2093
$1.25M ﹤0.01%
19,446
-5,940
2094
$1.24M ﹤0.01%
23,595
-521
2095
$1.24M ﹤0.01%
24,090
+2,791
2096
$1.24M ﹤0.01%
16,963
+8,700
2097
$1.24M ﹤0.01%
108,490
-19,976
2098
$1.24M ﹤0.01%
40,134
-9,625
2099
$1.23M ﹤0.01%
948,688
+15,298
2100
$1.23M ﹤0.01%
28,600
+6,445
82 83
84
85 86