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
2776
$541K ﹤0.01%
6,240
+702
2777
$540K ﹤0.01%
6,838
-260
2778
$539K ﹤0.01%
12,608
+575
2779
$539K ﹤0.01%
10,069
-2,249
2780
$538K ﹤0.01%
4,512
+266
2781
$538K ﹤0.01%
51,512
+3,040
2782
$538K ﹤0.01%
7,702
+303
2783
$537K ﹤0.01%
7,222
+1,827
2784
$537K ﹤0.01%
10,975
+824
2785
$537K ﹤0.01%
67,742
+25,286
2786
$536K ﹤0.01%
10,559
-266
2787
$536K ﹤0.01%
15,806
-6,050
2788
$534K ﹤0.01%
29,297
-6,094
2789
$534K ﹤0.01%
53,535
+10,751
2790
$532K ﹤0.01%
21,966
+5,122
2791
$532K ﹤0.01%
17,091
+2,464
2792
$532K ﹤0.01%
24,302
+433
2793
$531K ﹤0.01%
37,008
+9,891
2794
$529K ﹤0.01%
16,609
+2,484
2795
$529K ﹤0.01%
+82,175
2796
$529K ﹤0.01%
+77,599
2797
$527K ﹤0.01%
22,333
+6,290
2798
$525K ﹤0.01%
19,633
-4,935
2799
$524K ﹤0.01%
11,862
+3,391
2800
$524K ﹤0.01%
14,980
-131
110 111
112
113 114