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
2801
$523K ﹤0.01%
5,761
+4,135
2802
$522K ﹤0.01%
7,264
+1,224
2803
$522K ﹤0.01%
+20,614
2804
$522K ﹤0.01%
4,327
+749
2805
$522K ﹤0.01%
4,069
+509
2806
$522K ﹤0.01%
13,273
+3,006
2807
$521K ﹤0.01%
70,348
-19,791
2808
$520K ﹤0.01%
5,686
+1,217
2809
$520K ﹤0.01%
18,645
-514
2810
$520K ﹤0.01%
8,056
+115
2811
$519K ﹤0.01%
+9,135
2812
$516K ﹤0.01%
19,873
-436
2813
$516K ﹤0.01%
53,935
-2,282
2814
$516K ﹤0.01%
+20,403
2815
$516K ﹤0.01%
11,428
+898
2816
$515K ﹤0.01%
+47,442
2817
$515K ﹤0.01%
6,473
+1,559
2818
$514K ﹤0.01%
4,993
+885
2819
$514K ﹤0.01%
4,851
-184
2820
$514K ﹤0.01%
16,827
2821
$514K ﹤0.01%
18,830
-772
2822
$513K ﹤0.01%
87,569
+22,547
2823
$512K ﹤0.01%
26,404
+1,415
2824
$512K ﹤0.01%
+11,169
2825
$512K ﹤0.01%
93,722
+6,988
111 112
113
114 115