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
201
$53M 0.1%
575,956
+38,292
202
$52.6M 0.1%
1,260,357
+170,866
203
$52.6M 0.1%
721,477
+136,528
204
$51.8M 0.1%
572,139
+108,819
205
$51.8M 0.1%
385,468
-779
206
$51.3M 0.1%
554,807
+253,263
207
$51M 0.1%
384,814
+11,059
208
$51M 0.1%
643,025
-80,988
209
$50.5M 0.1%
703,905
+47,090
210
$50.5M 0.1%
514,334
+17,127
211
$50.4M 0.1%
493,615
-30,946
212
$50.4M 0.1%
510,787
+27,576
213
$50.3M 0.1%
790,000
+246,170
214
$49.9M 0.1%
1,656,064
+47,576
215
$49.8M 0.1%
+376,075
216
$49.7M 0.1%
601,314
-361,385
217
$49.6M 0.1%
1,054,381
+418,230
218
$49.3M 0.1%
419,840
+2,661
219
$49.3M 0.1%
641,028
-10,203
220
$48.6M 0.09%
504,393
+74,348
221
$48.6M 0.09%
382,782
+10,779
222
$48.6M 0.09%
685,613
+59,226
223
$48.2M 0.09%
1,049,547
+6,329
224
$48.2M 0.09%
1,554,803
+527,719
225
$48.2M 0.09%
1,558,313
+367,801
7 8
9
10 11