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
2701
$594K ﹤0.01%
63,008
+10,603
2702
$593K ﹤0.01%
22,218
+5,117
2703
$593K ﹤0.01%
65,508
+20,536
2704
$588K ﹤0.01%
9,651
+293
2705
$587K ﹤0.01%
12,103
+17
2706
$586K ﹤0.01%
24,080
-1,573
2707
$586K ﹤0.01%
19,709
-1,061
2708
$584K ﹤0.01%
6,399
-460
2709
$584K ﹤0.01%
14,270
-121
2710
$584K ﹤0.01%
25,598
+4,802
2711
$583K ﹤0.01%
40,269
+9,495
2712
$583K ﹤0.01%
13,713
-262
2713
$583K ﹤0.01%
4,136
+127
2714
$582K ﹤0.01%
10,062
-16,506
2715
$580K ﹤0.01%
14,691
+6,722
2716
$578K ﹤0.01%
12,870
-354
2717
$577K ﹤0.01%
5,264
-6,329
2718
$577K ﹤0.01%
19,379
-117,763
2719
$576K ﹤0.01%
+23,011
2720
$576K ﹤0.01%
9,723
+1,395
2721
$575K ﹤0.01%
8,573
+789
2722
$575K ﹤0.01%
27,139
+4,725
2723
$575K ﹤0.01%
7,880
+1,773
2724
$573K ﹤0.01%
70,746
+42,637
2725
$573K ﹤0.01%
5,698
-527
107 108
109
110 111