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
2476
$777K ﹤0.01%
38,224
+6,038
2477
$776K ﹤0.01%
7,467
-59
2478
$775K ﹤0.01%
38,204
-2,101
2479
$774K ﹤0.01%
15,854
+5,769
2480
$774K ﹤0.01%
+33,803
2481
$773K ﹤0.01%
31,513
+9,380
2482
$773K ﹤0.01%
134,458
-1,344
2483
$772K ﹤0.01%
75,258
+4,426
2484
$772K ﹤0.01%
88,042
+10,345
2485
$772K ﹤0.01%
35,112
-24,472
2486
$771K ﹤0.01%
25,335
+11,461
2487
$771K ﹤0.01%
4,965
+1,582
2488
$771K ﹤0.01%
22,807
+966
2489
$770K ﹤0.01%
22,568
-535
2490
$769K ﹤0.01%
74,696
+1,652
2491
$768K ﹤0.01%
19,429
+12,946
2492
$767K ﹤0.01%
+30,625
2493
$767K ﹤0.01%
37,567
-594
2494
$764K ﹤0.01%
24,302
-8,206
2495
$763K ﹤0.01%
8,248
+3,573
2496
$760K ﹤0.01%
22,946
+11,895
2497
$759K ﹤0.01%
10,074
+1,054
2498
$757K ﹤0.01%
53,032
-571
2499
$756K ﹤0.01%
11,274
+639
2500
$754K ﹤0.01%
+36,073
98 99
100
101 102