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
3226
$315K ﹤0.01%
3,662
+896
3227
$314K ﹤0.01%
8,184
+2,638
3228
$314K ﹤0.01%
18,046
+170
3229
$314K ﹤0.01%
12,211
+124
3230
$314K ﹤0.01%
44,927
+1,636
3231
$313K ﹤0.01%
5,368
+1,122
3232
$313K ﹤0.01%
1,445
-1,895
3233
$312K ﹤0.01%
35,146
+404
3234
$311K ﹤0.01%
13,220
+3,914
3235
$311K ﹤0.01%
6,771
-822
3236
$311K ﹤0.01%
27,811
+1,474
3237
$311K ﹤0.01%
65,063
+7,679
3238
$311K ﹤0.01%
3,677
-874
3239
$311K ﹤0.01%
12,699
-966
3240
$311K ﹤0.01%
45,238
+8,904
3241
$310K ﹤0.01%
3,995
-275
3242
$310K ﹤0.01%
12,899
+3,184
3243
$309K ﹤0.01%
4,278
+714
3244
$309K ﹤0.01%
8,211
-3,153
3245
$309K ﹤0.01%
23,660
+12,707
3246
$308K ﹤0.01%
4,519
+247
3247
$308K ﹤0.01%
6,748
-254
3248
$308K ﹤0.01%
8,744
+1,075
3249
$307K ﹤0.01%
4,033
+339
3250
$306K ﹤0.01%
+9,826
128 129
130
131 132