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
2851
$493K ﹤0.01%
9,739
-288
2852
$492K ﹤0.01%
3,831
+424
2853
$492K ﹤0.01%
5,380
+1,259
2854
$490K ﹤0.01%
9,039
+499
2855
$488K ﹤0.01%
9,610
+90
2856
$487K ﹤0.01%
75,404
+28,657
2857
$487K ﹤0.01%
13,501
+965
2858
$487K ﹤0.01%
3,094
+423
2859
$487K ﹤0.01%
14,685
+4,105
2860
$486K ﹤0.01%
6,767
-7,622
2861
$486K ﹤0.01%
33,636
+3,224
2862
$485K ﹤0.01%
252
+9
2863
$485K ﹤0.01%
161,201
-1,134
2864
$485K ﹤0.01%
5,201
+1,350
2865
$485K ﹤0.01%
29,077
+1,642
2866
$485K ﹤0.01%
92,004
-11,579
2867
$485K ﹤0.01%
19,623
-2,459
2868
$484K ﹤0.01%
6,304
+1,364
2869
$484K ﹤0.01%
17,831
+4,424
2870
$483K ﹤0.01%
16,312
+3,613
2871
$483K ﹤0.01%
16,377
+427
2872
$482K ﹤0.01%
1,772
-119
2873
$482K ﹤0.01%
54,810
+20,756
2874
$481K ﹤0.01%
33,788
-14,311
2875
$481K ﹤0.01%
4,824
+2,057
113 114
115
116 117