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
2526
$729K ﹤0.01%
78,942
+9,886
2527
$729K ﹤0.01%
25,505
+2,523
2528
$728K ﹤0.01%
42,281
-1,513
2529
$727K ﹤0.01%
27,718
+10,882
2530
$727K ﹤0.01%
21,062
-275
2531
$727K ﹤0.01%
113,167
-40,082
2532
$726K ﹤0.01%
6,035
+1,790
2533
$725K ﹤0.01%
24,819
-1,915
2534
$724K ﹤0.01%
5,742
+210
2535
$724K ﹤0.01%
16,947
-1,661
2536
$723K ﹤0.01%
36,040
+20,242
2537
$722K ﹤0.01%
+17,343
2538
$720K ﹤0.01%
75,490
+651
2539
$719K ﹤0.01%
3,656
+679
2540
$719K ﹤0.01%
292,146
+14,100
2541
$717K ﹤0.01%
+20,381
2542
$716K ﹤0.01%
21,703
+1,153
2543
$715K ﹤0.01%
8,522
+5,769
2544
$715K ﹤0.01%
6,278
+482
2545
$715K ﹤0.01%
7,245
+1,758
2546
$714K ﹤0.01%
24,405
+2,866
2547
$713K ﹤0.01%
10,058
+2,258
2548
$712K ﹤0.01%
22,261
+6,903
2549
$712K ﹤0.01%
18,216
+541
2550
$712K ﹤0.01%
63,365
-3,765
100 101
102
103 104