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
2676
$609K ﹤0.01%
30,977
+7,135
2677
$609K ﹤0.01%
10,723
-22,443
2678
$609K ﹤0.01%
33,100
-2,204
2679
$608K ﹤0.01%
11,298
+906
2680
$607K ﹤0.01%
6,858
-3
2681
$607K ﹤0.01%
45,415
+4,434
2682
$607K ﹤0.01%
23,988
+7,389
2683
$606K ﹤0.01%
30,039
-2,233
2684
$605K ﹤0.01%
6,387
-1,208
2685
$603K ﹤0.01%
22,733
-477
2686
$603K ﹤0.01%
20,202
-500
2687
$603K ﹤0.01%
32,301
+1,197
2688
$603K ﹤0.01%
20,180
+1,487
2689
$602K ﹤0.01%
+6,239
2690
$600K ﹤0.01%
6,495
+1,281
2691
$599K ﹤0.01%
22,928
+3,814
2692
$599K ﹤0.01%
19,160
+1,367
2693
$598K ﹤0.01%
20,481
-65,182
2694
$597K ﹤0.01%
+2,906
2695
$597K ﹤0.01%
5,439
-2,181
2696
$596K ﹤0.01%
22,535
2697
$596K ﹤0.01%
8,232
+774
2698
$595K ﹤0.01%
6,075
+2,050
2699
$595K ﹤0.01%
13,755
-1,775
2700
$594K ﹤0.01%
+17,313
106 107
108
109 110