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
3001
$415K ﹤0.01%
18,440
+4,745
3002
$415K ﹤0.01%
18,753
-1,050
3003
$415K ﹤0.01%
25,423
-30,903
3004
$413K ﹤0.01%
15,423
+1,180
3005
$413K ﹤0.01%
10,873
+1,791
3006
$413K ﹤0.01%
+19,418
3007
$413K ﹤0.01%
65,375
+498
3008
$412K ﹤0.01%
21,354
-605
3009
$409K ﹤0.01%
22,145
+11,200
3010
$409K ﹤0.01%
9,833
+27
3011
$408K ﹤0.01%
20,397
-7,172
3012
$408K ﹤0.01%
26,204
-2,390
3013
$407K ﹤0.01%
14,832
+534
3014
$407K ﹤0.01%
+15,529
3015
$406K ﹤0.01%
11,423
+697
3016
$406K ﹤0.01%
2,445
-3,097
3017
$405K ﹤0.01%
103,341
+15,793
3018
$404K ﹤0.01%
28,146
+1,120
3019
$404K ﹤0.01%
2,323
+92
3020
$404K ﹤0.01%
13,558
-19,544
3021
$404K ﹤0.01%
30,236
-4,376
3022
$404K ﹤0.01%
14,183
3023
$404K ﹤0.01%
+1,835
3024
$403K ﹤0.01%
6,913
+623
3025
$403K ﹤0.01%
2,339
-381
119 120
121
122 123