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
2576
$694K ﹤0.01%
+5,386
2577
$693K ﹤0.01%
6,216
+2,035
2578
$692K ﹤0.01%
31,531
-161
2579
$692K ﹤0.01%
18,394
-491
2580
$692K ﹤0.01%
60,016
+13,297
2581
$691K ﹤0.01%
24,703
-1,131
2582
$689K ﹤0.01%
17,341
+5,873
2583
$689K ﹤0.01%
8,281
-1,367
2584
$688K ﹤0.01%
62,615
+2,596
2585
$686K ﹤0.01%
17,428
+1,153
2586
$686K ﹤0.01%
25,835
-10,200
2587
$686K ﹤0.01%
61,165
-6,793
2588
$685K ﹤0.01%
13,183
+7,862
2589
$683K ﹤0.01%
13,875
+4,155
2590
$682K ﹤0.01%
7,129
+1,653
2591
$682K ﹤0.01%
90,394
+2,637
2592
$680K ﹤0.01%
9,849
-135
2593
$680K ﹤0.01%
30,310
+8,952
2594
$679K ﹤0.01%
4,445
-4,629
2595
$679K ﹤0.01%
16,924
-552
2596
$679K ﹤0.01%
23,602
-494
2597
$677K ﹤0.01%
+25,261
2598
$676K ﹤0.01%
3,384
+953
2599
$676K ﹤0.01%
14,038
+2,230
2600
$674K ﹤0.01%
4,176
+289
102 103
104
105 106