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
2751
$558K ﹤0.01%
11,933
+4,948
2752
$557K ﹤0.01%
73,999
-5,610
2753
$557K ﹤0.01%
39,454
+27,700
2754
$556K ﹤0.01%
50,821
+14,871
2755
$556K ﹤0.01%
+38,507
2756
$556K ﹤0.01%
5,431
+2,080
2757
$555K ﹤0.01%
10,873
+2,803
2758
$555K ﹤0.01%
7,063
-25,398
2759
$554K ﹤0.01%
7,658
+605
2760
$552K ﹤0.01%
17,638
-1,504
2761
$551K ﹤0.01%
19,323
+7,393
2762
$551K ﹤0.01%
13,917
+2,934
2763
$550K ﹤0.01%
33,147
+765
2764
$550K ﹤0.01%
7,159
+4,102
2765
$549K ﹤0.01%
6,459
-858
2766
$548K ﹤0.01%
31,758
+1,038
2767
$547K ﹤0.01%
44,523
+15,210
2768
$546K ﹤0.01%
24,452
-3,933
2769
$545K ﹤0.01%
21,097
+5,093
2770
$545K ﹤0.01%
454
-6
2771
$545K ﹤0.01%
38,002
-596
2772
$543K ﹤0.01%
21,363
+9,765
2773
$542K ﹤0.01%
9,487
+182
2774
$542K ﹤0.01%
12,251
-12,570
2775
$541K ﹤0.01%
4,588
-57
109 110
111
112 113