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
2651
$630K ﹤0.01%
6,371
-173
2652
$628K ﹤0.01%
1,890
+458
2653
$628K ﹤0.01%
+75,402
2654
$626K ﹤0.01%
11,648
+1,927
2655
$624K ﹤0.01%
41,662
-474
2656
$623K ﹤0.01%
17,884
-846
2657
$620K ﹤0.01%
10,900
+884
2658
$620K ﹤0.01%
22,196
+3,252
2659
$619K ﹤0.01%
41,999
+10,756
2660
$619K ﹤0.01%
+25,472
2661
$618K ﹤0.01%
37,202
+5,897
2662
$618K ﹤0.01%
39,752
+5,089
2663
$618K ﹤0.01%
+21,145
2664
$617K ﹤0.01%
+36,606
2665
$617K ﹤0.01%
8,329
-1,079
2666
$616K ﹤0.01%
23,283
-3,544
2667
$616K ﹤0.01%
7,983
-63
2668
$616K ﹤0.01%
11,305
+1,732
2669
$616K ﹤0.01%
25,987
-268
2670
$616K ﹤0.01%
16,282
-8,869
2671
$614K ﹤0.01%
779,078
-184,715
2672
$613K ﹤0.01%
47,354
+4,474
2673
$612K ﹤0.01%
+18,297
2674
$611K ﹤0.01%
22,975
-1,567
2675
$610K ﹤0.01%
+26,088
105 106
107
108 109