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
3251
$306K ﹤0.01%
4,287
3252
$306K ﹤0.01%
6,833
-2,250
3253
$306K ﹤0.01%
4,366
+423
3254
$304K ﹤0.01%
4,410
+680
3255
$304K ﹤0.01%
53,934
-2,446
3256
$304K ﹤0.01%
8,647
-697
3257
$303K ﹤0.01%
4,700
3258
$303K ﹤0.01%
3,030
+23
3259
$301K ﹤0.01%
9,671
+890
3260
$301K ﹤0.01%
8,664
-4,848
3261
$301K ﹤0.01%
3,160
-140
3262
$301K ﹤0.01%
14,891
3263
$301K ﹤0.01%
3,287
-127
3264
$301K ﹤0.01%
8,128
-1,672
3265
$301K ﹤0.01%
9,607
-12,437
3266
$300K ﹤0.01%
6,244
+340
3267
$300K ﹤0.01%
7,196
+311
3268
$300K ﹤0.01%
8,570
+925
3269
$299K ﹤0.01%
23,148
+4,830
3270
$299K ﹤0.01%
5,403
-501
3271
$299K ﹤0.01%
+13,089
3272
$298K ﹤0.01%
+7,491
3273
$298K ﹤0.01%
3,412
+146
3274
$297K ﹤0.01%
41,511
+355
3275
$297K ﹤0.01%
10,593
-442
129 130
131
132 133