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
2501
$753K ﹤0.01%
11,021
+2,417
2502
$753K ﹤0.01%
112,326
-380
2503
$752K ﹤0.01%
15,905
+2,182
2504
$751K ﹤0.01%
5,836
-435
2505
$749K ﹤0.01%
+17,799
2506
$744K ﹤0.01%
14,208
-1,227
2507
$744K ﹤0.01%
13,762
+522
2508
$744K ﹤0.01%
51,859
+8,299
2509
$744K ﹤0.01%
+70,444
2510
$742K ﹤0.01%
20,965
+808
2511
$742K ﹤0.01%
16,776
-641
2512
$741K ﹤0.01%
38,164
-10,408
2513
$740K ﹤0.01%
+46,372
2514
$739K ﹤0.01%
27,494
-1,500
2515
$739K ﹤0.01%
60,713
+7,078
2516
$737K ﹤0.01%
2,757
+1,000
2517
$735K ﹤0.01%
25,868
+3,549
2518
$735K ﹤0.01%
+15,735
2519
$735K ﹤0.01%
31,291
+1,026
2520
$734K ﹤0.01%
139,183
+26,367
2521
$733K ﹤0.01%
58,421
+23,462
2522
$732K ﹤0.01%
7,246
+949
2523
$731K ﹤0.01%
83,735
-3,640
2524
$731K ﹤0.01%
+14,507
2525
$730K ﹤0.01%
13,149
+987
99 100
101
102 103