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
2951
$437K ﹤0.01%
22,509
+10,528
2952
$437K ﹤0.01%
115,361
+58,240
2953
$437K ﹤0.01%
5,586
-270
2954
$437K ﹤0.01%
12,014
+571
2955
$437K ﹤0.01%
6,119
-1,556
2956
$435K ﹤0.01%
12,049
+781
2957
$435K ﹤0.01%
12,994
+9
2958
$435K ﹤0.01%
11,102
-621
2959
$434K ﹤0.01%
7,078
+1,896
2960
$434K ﹤0.01%
9,145
+3,342
2961
$433K ﹤0.01%
95,552
+27,632
2962
$432K ﹤0.01%
4,508
-781
2963
$431K ﹤0.01%
62,337
+1,349
2964
$431K ﹤0.01%
19,513
+16
2965
$429K ﹤0.01%
4,663
+398
2966
$428K ﹤0.01%
18,747
-189
2967
$428K ﹤0.01%
+10,409
2968
$427K ﹤0.01%
17,088
+1,361
2969
$427K ﹤0.01%
14,392
-987
2970
$427K ﹤0.01%
20,494
-343
2971
$427K ﹤0.01%
15,979
-7,874
2972
$427K ﹤0.01%
4,695
2973
$427K ﹤0.01%
5,051
+1,727
2974
$426K ﹤0.01%
16,195
-15,429
2975
$425K ﹤0.01%
4,819
+2,859
117 118
119
120 121