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
2976
$425K ﹤0.01%
4,986
+470
2977
$425K ﹤0.01%
+51,119
2978
$424K ﹤0.01%
16,956
+7,847
2979
$424K ﹤0.01%
11,523
+878
2980
$423K ﹤0.01%
284,062
+500
2981
$423K ﹤0.01%
11,189
+2,954
2982
$423K ﹤0.01%
29,288
2983
$422K ﹤0.01%
28,416
-2,556
2984
$422K ﹤0.01%
8,670
-2,970
2985
$422K ﹤0.01%
16,508
-906
2986
$421K ﹤0.01%
8,453
+1,531
2987
$420K ﹤0.01%
2,865
+624
2988
$420K ﹤0.01%
20,753
+875
2989
$420K ﹤0.01%
34,779
+1,744
2990
$420K ﹤0.01%
4,163
-291
2991
$419K ﹤0.01%
12,773
-122,540
2992
$419K ﹤0.01%
17,045
+5,659
2993
$419K ﹤0.01%
48,788
+344
2994
$419K ﹤0.01%
23,165
-298
2995
$419K ﹤0.01%
8,443
-160
2996
$418K ﹤0.01%
6,468
+2,511
2997
$417K ﹤0.01%
27,176
+4,589
2998
$417K ﹤0.01%
23,619
-22,361
2999
$416K ﹤0.01%
74,753
+3,224
3000
$415K ﹤0.01%
63,028
+4,453
118 119
120
121 122