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
3176
$335K ﹤0.01%
+8,538
3177
$335K ﹤0.01%
8,487
+323
3178
$334K ﹤0.01%
4,843
+386
3179
$334K ﹤0.01%
4,517
+88
3180
$333K ﹤0.01%
38,530
+1,964
3181
$333K ﹤0.01%
10,933
-44,862
3182
$333K ﹤0.01%
+9,300
3183
$333K ﹤0.01%
42,977
+4,272
3184
$332K ﹤0.01%
55,229
+16,953
3185
$332K ﹤0.01%
2,920
+102
3186
$332K ﹤0.01%
+40,161
3187
$332K ﹤0.01%
11,882
3188
$331K ﹤0.01%
10,893
-2,890
3189
$331K ﹤0.01%
4,854
-3,921
3190
$329K ﹤0.01%
17,077
+171
3191
$329K ﹤0.01%
13,940
+3,919
3192
$329K ﹤0.01%
30,330
+12,713
3193
$329K ﹤0.01%
8,062
-3,725
3194
$329K ﹤0.01%
76,056
+42,698
3195
$329K ﹤0.01%
59,086
+11,174
3196
$328K ﹤0.01%
5,110
-273
3197
$328K ﹤0.01%
+7,473
3198
$327K ﹤0.01%
6,941
+781
3199
$327K ﹤0.01%
39,300
+7,230
3200
$327K ﹤0.01%
14,096
+3,962
126 127
128
129 130