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
2826
$511K ﹤0.01%
6,582
+1,364
2827
$510K ﹤0.01%
9,641
+566
2828
$509K ﹤0.01%
13,734
-2,174
2829
$509K ﹤0.01%
8,359
+123
2830
$509K ﹤0.01%
3,546
+525
2831
$508K ﹤0.01%
20,937
+5,495
2832
$508K ﹤0.01%
92,321
+7,620
2833
$507K ﹤0.01%
+11,850
2834
$506K ﹤0.01%
7,522
+3,021
2835
$505K ﹤0.01%
27,226
+14,707
2836
$505K ﹤0.01%
6,936
+282
2837
$503K ﹤0.01%
+24,699
2838
$502K ﹤0.01%
17,955
+1,605
2839
$502K ﹤0.01%
62,459
-2,179
2840
$502K ﹤0.01%
+23,422
2841
$502K ﹤0.01%
36,478
+2,331
2842
$500K ﹤0.01%
7,376
-15
2843
$500K ﹤0.01%
16,682
-13,133
2844
$499K ﹤0.01%
10,789
+317
2845
$499K ﹤0.01%
16,368
+2,615
2846
$499K ﹤0.01%
+11,535
2847
$498K ﹤0.01%
10,275
+5,043
2848
$495K ﹤0.01%
23,066
+6,518
2849
$494K ﹤0.01%
2,637
+11
2850
$494K ﹤0.01%
132,527
+25,181
112 113
114
115 116