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
3026
$402K ﹤0.01%
43,124
+18,915
3027
$402K ﹤0.01%
8,109
-2,820
3028
$402K ﹤0.01%
6,609
+2,745
3029
$402K ﹤0.01%
6,455
+2,916
3030
$401K ﹤0.01%
2,111
-3,540
3031
$401K ﹤0.01%
41,457
+12,293
3032
$401K ﹤0.01%
+25,063
3033
$401K ﹤0.01%
75,788
+13,955
3034
$401K ﹤0.01%
27,743
-6,744
3035
$401K ﹤0.01%
3,963
+1,856
3036
$401K ﹤0.01%
16,274
+2,707
3037
$400K ﹤0.01%
5,424
+288
3038
$399K ﹤0.01%
13,593
+1,971
3039
$399K ﹤0.01%
12,180
-1,650
3040
$399K ﹤0.01%
27,938
-4,649
3041
$398K ﹤0.01%
3,488
-1,007
3042
$398K ﹤0.01%
86,079
+2,571
3043
$397K ﹤0.01%
+16,045
3044
$397K ﹤0.01%
37,598
-170
3045
$396K ﹤0.01%
+16,697
3046
$396K ﹤0.01%
6,298
+843
3047
$396K ﹤0.01%
20,851
+5,670
3048
$396K ﹤0.01%
+14,690
3049
$396K ﹤0.01%
32,614
+1,866
3050
$395K ﹤0.01%
45,504
-254
120 121
122
123 124