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
3201
$327K ﹤0.01%
2,941
-927
3202
$325K ﹤0.01%
+7,696
3203
$325K ﹤0.01%
776
+98
3204
$325K ﹤0.01%
18,962
+250
3205
$324K ﹤0.01%
26,835
-7,329
3206
$324K ﹤0.01%
6,200
+530
3207
$324K ﹤0.01%
22,921
+6,188
3208
$323K ﹤0.01%
6,622
+1,966
3209
$323K ﹤0.01%
+23,819
3210
$323K ﹤0.01%
+12,499
3211
$322K ﹤0.01%
10,656
+3,932
3212
$321K ﹤0.01%
12,727
+1,875
3213
$321K ﹤0.01%
6,991
+1,480
3214
$320K ﹤0.01%
10,362
+2,077
3215
$320K ﹤0.01%
4,797
-912
3216
$319K ﹤0.01%
6,929
+362
3217
$319K ﹤0.01%
+9,766
3218
$319K ﹤0.01%
+17,483
3219
$319K ﹤0.01%
+2,681
3220
$318K ﹤0.01%
6,977
+678
3221
$317K ﹤0.01%
21,225
-8,801
3222
$316K ﹤0.01%
7,770
-741
3223
$315K ﹤0.01%
19,486
-87
3224
$315K ﹤0.01%
29,107
+1,377
3225
$315K ﹤0.01%
3,573
+257
127 128
129
130 131