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
2551
$711K ﹤0.01%
51,101
+5,005
2552
$709K ﹤0.01%
14,461
+2,892
2553
$709K ﹤0.01%
13,502
+1,642
2554
$708K ﹤0.01%
16,693
+906
2555
$707K ﹤0.01%
15,659
-16,918
2556
$706K ﹤0.01%
7,929
+726
2557
$706K ﹤0.01%
9,749
-615
2558
$705K ﹤0.01%
27,922
-28,064
2559
$705K ﹤0.01%
8,165
+552
2560
$704K ﹤0.01%
3,121
-23
2561
$703K ﹤0.01%
20,716
+3,030
2562
$702K ﹤0.01%
221,452
+26,017
2563
$701K ﹤0.01%
85,463
+63,953
2564
$700K ﹤0.01%
8,516
-53
2565
$699K ﹤0.01%
103,385
+8,936
2566
$698K ﹤0.01%
62,375
+30,313
2567
$698K ﹤0.01%
5,680
+2,395
2568
$697K ﹤0.01%
130,594
-647
2569
$696K ﹤0.01%
33,171
+4,235
2570
$696K ﹤0.01%
51,254
+105
2571
$696K ﹤0.01%
4,682
+1,977
2572
$695K ﹤0.01%
26,100
+7,492
2573
$694K ﹤0.01%
19,447
-893
2574
$694K ﹤0.01%
58,108
+7,848
2575
$694K ﹤0.01%
89,390
-3,744
101 102
103
104 105