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
3276
$295K ﹤0.01%
+9,334
3277
$295K ﹤0.01%
13,091
+3,485
3278
$295K ﹤0.01%
10,355
+1,033
3279
$294K ﹤0.01%
14,253
-1,951
3280
$294K ﹤0.01%
+7,844
3281
$294K ﹤0.01%
6,064
+935
3282
$293K ﹤0.01%
+19,530
3283
$293K ﹤0.01%
50,837
-21,841
3284
$293K ﹤0.01%
19,436
+1,703
3285
$293K ﹤0.01%
10,391
+3,435
3286
$292K ﹤0.01%
2,729
+11
3287
$292K ﹤0.01%
25,963
+1,899
3288
$292K ﹤0.01%
9,468
-1,805
3289
$291K ﹤0.01%
15,946
+2,928
3290
$291K ﹤0.01%
+9,662
3291
$290K ﹤0.01%
6,629
-1,000
3292
$290K ﹤0.01%
+13,350
3293
$290K ﹤0.01%
9,164
+244
3294
$290K ﹤0.01%
87,835
+13,018
3295
$289K ﹤0.01%
18,415
-7,769
3296
$289K ﹤0.01%
10,923
+411
3297
$288K ﹤0.01%
58,450
+2,551
3298
$288K ﹤0.01%
8,871
-1,810
3299
$288K ﹤0.01%
+6,806
3300
$288K ﹤0.01%
6,577
-130
130 131
132
133 134