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
3101
$368K ﹤0.01%
3,723
-258
3102
$368K ﹤0.01%
+32,663
3103
$367K ﹤0.01%
12,288
+3,270
3104
$366K ﹤0.01%
5,426
-121
3105
$366K ﹤0.01%
15,300
3106
$364K ﹤0.01%
18,590
+6,130
3107
$364K ﹤0.01%
15,024
+575
3108
$363K ﹤0.01%
10,221
-24,259
3109
$363K ﹤0.01%
6,699
+744
3110
$361K ﹤0.01%
13,918
+2,081
3111
$360K ﹤0.01%
17,680
+961
3112
$359K ﹤0.01%
11,150
+1,468
3113
$359K ﹤0.01%
47,940
-1,261
3114
$358K ﹤0.01%
3,229
-5,448
3115
$358K ﹤0.01%
18,700
+4,515
3116
$358K ﹤0.01%
8,812
+31
3117
$358K ﹤0.01%
+7,517
3118
$358K ﹤0.01%
10,094
+544
3119
$357K ﹤0.01%
+13,754
3120
$357K ﹤0.01%
6,531
+408
3121
$357K ﹤0.01%
33,941
+10,312
3122
$357K ﹤0.01%
10,785
-108
3123
$356K ﹤0.01%
2,802
-227
3124
$356K ﹤0.01%
3,018
-1,676
3125
$355K ﹤0.01%
1,851
-3,252
123 124
125
126 127