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
3051
$393K ﹤0.01%
5,503
+335
3052
$392K ﹤0.01%
4,883
+282
3053
$392K ﹤0.01%
+8,340
3054
$391K ﹤0.01%
2,632
-485
3055
$390K ﹤0.01%
15,844
+2,368
3056
$388K ﹤0.01%
11,789
+77
3057
$388K ﹤0.01%
11,954
+1,675
3058
$388K ﹤0.01%
11,199
-234
3059
$388K ﹤0.01%
10,274
-2,270
3060
$387K ﹤0.01%
+2,539
3061
$386K ﹤0.01%
33,821
+10,089
3062
$386K ﹤0.01%
8,164
-376
3063
$386K ﹤0.01%
31,137
+837
3064
$385K ﹤0.01%
6,016
-886
3065
$385K ﹤0.01%
20,519
+669
3066
$384K ﹤0.01%
30,516
-128
3067
$384K ﹤0.01%
10,034
+3,424
3068
$383K ﹤0.01%
31,002
-8,442
3069
$383K ﹤0.01%
29,763
-69,224
3070
$383K ﹤0.01%
10,726
-74
3071
$382K ﹤0.01%
13,901
-57,959
3072
$382K ﹤0.01%
5,790
-303
3073
$382K ﹤0.01%
11,394
+1,822
3074
$382K ﹤0.01%
10,132
+1,122
3075
$382K ﹤0.01%
24,883
+4,857
121 122
123
124 125