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
3326
$279K ﹤0.01%
11,118
3327
$278K ﹤0.01%
11,566
+849
3328
$278K ﹤0.01%
+1,674
3329
$278K ﹤0.01%
7,134
-28,632
3330
$277K ﹤0.01%
13,784
-2,532
3331
$277K ﹤0.01%
+8,448
3332
$276K ﹤0.01%
+10,386
3333
$275K ﹤0.01%
10,097
3334
$274K ﹤0.01%
7,410
+1,504
3335
$274K ﹤0.01%
1,724
-52
3336
$274K ﹤0.01%
+12,748
3337
$274K ﹤0.01%
5,263
3338
$273K ﹤0.01%
+3,063
3339
$273K ﹤0.01%
16,122
-132
3340
$273K ﹤0.01%
+5,491
3341
$273K ﹤0.01%
11,088
3342
$272K ﹤0.01%
6,297
+284
3343
$272K ﹤0.01%
3,965
+374
3344
$272K ﹤0.01%
2,417
-500
3345
$272K ﹤0.01%
7,974
+1,983
3346
$272K ﹤0.01%
19,993
-2,707
3347
$272K ﹤0.01%
6,996
-452
3348
$271K ﹤0.01%
4,033
-4,227
3349
$271K ﹤0.01%
4,624
-664
3350
$271K ﹤0.01%
+26,600
132 133
134
135 136