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
3151
$342K ﹤0.01%
6,796
-1,119
3152
$342K ﹤0.01%
12,494
+3,650
3153
$342K ﹤0.01%
21,293
+5,722
3154
$342K ﹤0.01%
2,968
+67
3155
$341K ﹤0.01%
161,037
+33,931
3156
$341K ﹤0.01%
7,009
+1,424
3157
$341K ﹤0.01%
89,489
-606
3158
$341K ﹤0.01%
+10,522
3159
$340K ﹤0.01%
+22,274
3160
$340K ﹤0.01%
48,307
+6,450
3161
$340K ﹤0.01%
1,165
+281
3162
$340K ﹤0.01%
65,292
+8,128
3163
$339K ﹤0.01%
56,822
+155
3164
$339K ﹤0.01%
17,764
-1,173
3165
$339K ﹤0.01%
57,111
+598
3166
$339K ﹤0.01%
9,153
-6,176
3167
$339K ﹤0.01%
5,799
+1,389
3168
$338K ﹤0.01%
28,460
+10,619
3169
$338K ﹤0.01%
+17,105
3170
$337K ﹤0.01%
4,924
+630
3171
$337K ﹤0.01%
54,937
-1,980
3172
$336K ﹤0.01%
13,576
-328
3173
$336K ﹤0.01%
7,503
-1,568
3174
$336K ﹤0.01%
14,190
-18,429
3175
$335K ﹤0.01%
1,402
+133
125 126
127
128 129