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
3126
$355K ﹤0.01%
31,841
+2,624
3127
$355K ﹤0.01%
+8,933
3128
$354K ﹤0.01%
124,625
+96,969
3129
$354K ﹤0.01%
20,933
+296
3130
$353K ﹤0.01%
3,300
-2,396
3131
$352K ﹤0.01%
5,731
+597
3132
$351K ﹤0.01%
5,967
-1,420
3133
$351K ﹤0.01%
9,440
-434
3134
$350K ﹤0.01%
24,978
+8,560
3135
$349K ﹤0.01%
4,595
+450
3136
$349K ﹤0.01%
36,807
+6,655
3137
$349K ﹤0.01%
52,799
+8,752
3138
$349K ﹤0.01%
4,185
+646
3139
$349K ﹤0.01%
33,234
+2,230
3140
$349K ﹤0.01%
2,181
+388
3141
$349K ﹤0.01%
38,730
+6,761
3142
$347K ﹤0.01%
10,513
-132
3143
$346K ﹤0.01%
4,692
-537
3144
$346K ﹤0.01%
2,192
+476
3145
$345K ﹤0.01%
2,158
+887
3146
$345K ﹤0.01%
4,685
+63
3147
$344K ﹤0.01%
13,810
+2,142
3148
$344K ﹤0.01%
7,264
+430
3149
$344K ﹤0.01%
7,040
-204
3150
$344K ﹤0.01%
10,857
+2,369
124 125
126
127 128