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
1
$1.22B 2.36%
2,166,906
+74,896
2
$1.2B 2.33%
5,424,593
+188,363
3
$789M 1.53%
7,282,641
+389,175
4
$788M 1.53%
+1,679,896
5
$776M 1.5%
2,067,873
+88,662
6
$748M 1.45%
1,454,612
+109,221
7
$741M 1.44%
1,324,487
+20,047
8
$635M 1.23%
2,310,153
+88,607
9
$592M 1.15%
3,112,444
+158,104
10
$517M 1%
5,221,839
+388,418
11
$454M 0.88%
1,255,951
-8,752
12
$437M 0.85%
9,477,823
-959,305
13
$435M 0.84%
5,916,021
+436,969
14
$424M 0.82%
2,452,043
+115,803
15
$415M 0.8%
1,119,907
+67,257
16
$374M 0.72%
1,960,044
+328,727
17
$368M 0.71%
690,794
+51,279
18
$367M 0.71%
2,147,899
+134,433
19
$361M 0.7%
10,119,747
+1,672,691
20
$323M 0.63%
5,203,234
+257,792
21
$322M 0.62%
3,465,787
+253,383
22
$308M 0.6%
10,361,970
+115,509
23
$294M 0.57%
509,947
+39,012
24
$281M 0.54%
3,718,385
+290,314
25
$278M 0.54%
5,468,858
+711,879
1
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