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
2876
$481K ﹤0.01%
8,895
+612
2877
$480K ﹤0.01%
7,748
+1,205
2878
$480K ﹤0.01%
30,116
+1,535
2879
$480K ﹤0.01%
12,414
+546
2880
$479K ﹤0.01%
16,912
+458
2881
$479K ﹤0.01%
1,683
-146
2882
$479K ﹤0.01%
15,516
+5,644
2883
$478K ﹤0.01%
35,459
+12,487
2884
$478K ﹤0.01%
+22,025
2885
$477K ﹤0.01%
17,879
+2,259
2886
$477K ﹤0.01%
19,138
+3,731
2887
$476K ﹤0.01%
17,981
+4,844
2888
$476K ﹤0.01%
16,065
+1,773
2889
$475K ﹤0.01%
186,398
+4,283
2890
$475K ﹤0.01%
2,896
+142
2891
$475K ﹤0.01%
16,748
+1,373
2892
$475K ﹤0.01%
17,442
+9,409
2893
$474K ﹤0.01%
15,420
+8,836
2894
$473K ﹤0.01%
6,130
+990
2895
$472K ﹤0.01%
19,198
+3,942
2896
$471K ﹤0.01%
10,940
+70
2897
$471K ﹤0.01%
1,932
+215
2898
$470K ﹤0.01%
8,153
+1,650
2899
$470K ﹤0.01%
39,650
+5,094
2900
$470K ﹤0.01%
24,165
+3,428
114 115
116
117 118