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
3076
$381K ﹤0.01%
4,845
+145
3077
$381K ﹤0.01%
19,094
+4,350
3078
$381K ﹤0.01%
6,500
+70
3079
$380K ﹤0.01%
4,198
+886
3080
$380K ﹤0.01%
23,587
+308
3081
$380K ﹤0.01%
13,812
+5,036
3082
$377K ﹤0.01%
29,619
+252
3083
$377K ﹤0.01%
2,089
-87
3084
$376K ﹤0.01%
4,700
+1,689
3085
$376K ﹤0.01%
12,741
-2,483
3086
$376K ﹤0.01%
7,240
+1,116
3087
$375K ﹤0.01%
52,916
-14,586
3088
$375K ﹤0.01%
11,879
-529
3089
$375K ﹤0.01%
10,607
+137
3090
$374K ﹤0.01%
4,583
+974
3091
$374K ﹤0.01%
3,230
-10
3092
$373K ﹤0.01%
+16,228
3093
$373K ﹤0.01%
+11,130
3094
$373K ﹤0.01%
42,744
+12,094
3095
$372K ﹤0.01%
5,501
-421
3096
$372K ﹤0.01%
38,581
+11,320
3097
$372K ﹤0.01%
230,794
+155,425
3098
$371K ﹤0.01%
25,425
-451
3099
$371K ﹤0.01%
14,480
+4,115
3100
$370K ﹤0.01%
32,416
-1,444
122 123
124
125 126