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
3301
$287K ﹤0.01%
11,248
+1,466
3302
$287K ﹤0.01%
5,495
+1,419
3303
$287K ﹤0.01%
72,055
+2,472
3304
$287K ﹤0.01%
10,585
+21
3305
$287K ﹤0.01%
11,110
-30
3306
$286K ﹤0.01%
+8,103
3307
$285K ﹤0.01%
5,673
+1,022
3308
$285K ﹤0.01%
+14,257
3309
$284K ﹤0.01%
11,597
+137
3310
$283K ﹤0.01%
5,600
-6,900
3311
$283K ﹤0.01%
+13,033
3312
$283K ﹤0.01%
6,335
+571
3313
$283K ﹤0.01%
23,425
+1,313
3314
$282K ﹤0.01%
5,281
+486
3315
$282K ﹤0.01%
+10,403
3316
$282K ﹤0.01%
32,570
+10,945
3317
$281K ﹤0.01%
4,448
+213
3318
$281K ﹤0.01%
31,923
-1,820
3319
$280K ﹤0.01%
23,937
+2,316
3320
$280K ﹤0.01%
10,992
3321
$279K ﹤0.01%
5,159
+1,400
3322
$279K ﹤0.01%
20,567
+5,671
3323
$279K ﹤0.01%
5,220
-222
3324
$279K ﹤0.01%
3,243
+531
3325
$279K ﹤0.01%
7,015
-15
131 132
133
134 135