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
2726
$573K ﹤0.01%
+30,195
2727
$571K ﹤0.01%
7,410
+2,231
2728
$571K ﹤0.01%
18,145
+1,959
2729
$571K ﹤0.01%
+22,328
2730
$570K ﹤0.01%
126,918
+22,307
2731
$570K ﹤0.01%
28,965
+6,605
2732
$569K ﹤0.01%
20,680
-1,400
2733
$569K ﹤0.01%
+51,800
2734
$568K ﹤0.01%
41,951
+4,349
2735
$567K ﹤0.01%
79,656
-4,160
2736
$567K ﹤0.01%
5,654
+2,018
2737
$567K ﹤0.01%
460
+186
2738
$565K ﹤0.01%
64,918
+6,833
2739
$565K ﹤0.01%
10,280
+596
2740
$565K ﹤0.01%
+8,683
2741
$564K ﹤0.01%
9,748
+1,381
2742
$564K ﹤0.01%
24,921
-854
2743
$563K ﹤0.01%
21,525
-2,405
2744
$562K ﹤0.01%
102,037
+3,399
2745
$562K ﹤0.01%
17,728
-21,969
2746
$562K ﹤0.01%
21,422
-1,602
2747
$561K ﹤0.01%
43,458
+19,788
2748
$561K ﹤0.01%
11,168
+240
2749
$561K ﹤0.01%
22,581
+1,685
2750
$559K ﹤0.01%
12,842
-1,079
108 109
110
111 112