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
2901
$468K ﹤0.01%
15,484
+1,735
2902
$468K ﹤0.01%
19,349
-8,316
2903
$467K ﹤0.01%
10,785
-977
2904
$466K ﹤0.01%
28,746
+7,227
2905
$466K ﹤0.01%
+19,533
2906
$465K ﹤0.01%
5,260
+1,688
2907
$465K ﹤0.01%
4,471
2908
$463K ﹤0.01%
59,642
+19,425
2909
$462K ﹤0.01%
5,229
+183
2910
$462K ﹤0.01%
+14,702
2911
$462K ﹤0.01%
6,914
+1,975
2912
$461K ﹤0.01%
+19,240
2913
$460K ﹤0.01%
10,382
-3,057
2914
$460K ﹤0.01%
14,760
+2,327
2915
$460K ﹤0.01%
3,487
-972
2916
$459K ﹤0.01%
5,214
+1,140
2917
$459K ﹤0.01%
20,340
-2,980
2918
$459K ﹤0.01%
3,779
-1,484
2919
$458K ﹤0.01%
+15,111
2920
$458K ﹤0.01%
19,730
+3,330
2921
$458K ﹤0.01%
7,616
-44,809
2922
$457K ﹤0.01%
+3,606
2923
$456K ﹤0.01%
18,980
+250
2924
$454K ﹤0.01%
67,484
+48,895
2925
$453K ﹤0.01%
15,659
+1,568
115 116
117
118 119