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
2601
$672K ﹤0.01%
44,466
-1,357
2602
$672K ﹤0.01%
46,640
+7,338
2603
$671K ﹤0.01%
4,662
+343
2604
$667K ﹤0.01%
18,610
+991
2605
$667K ﹤0.01%
22,488
2606
$667K ﹤0.01%
+18,844
2607
$666K ﹤0.01%
36,610
+10,973
2608
$665K ﹤0.01%
12,834
-74,895
2609
$662K ﹤0.01%
50,578
+1,713
2610
$662K ﹤0.01%
2,206
+129
2611
$660K ﹤0.01%
12,052
-7,909
2612
$659K ﹤0.01%
+14,879
2613
$659K ﹤0.01%
7,646
+4,914
2614
$658K ﹤0.01%
53,843
+14,246
2615
$658K ﹤0.01%
21,411
+2,226
2616
$658K ﹤0.01%
18,889
-2,536
2617
$657K ﹤0.01%
68,543
+1,824
2618
$654K ﹤0.01%
7,578
-1
2619
$652K ﹤0.01%
11,234
+3,137
2620
$652K ﹤0.01%
31,614
+4,614
2621
$651K ﹤0.01%
23,782
-133,588
2622
$651K ﹤0.01%
14,147
-403
2623
$651K ﹤0.01%
65,778
-1,168
2624
$650K ﹤0.01%
25,695
+6,601
2625
$649K ﹤0.01%
19,028
+2,887
103 104
105
106 107