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
3351
$271K ﹤0.01%
26,713
-4,131
3352
$270K ﹤0.01%
36,682
-570
3353
$270K ﹤0.01%
115,903
+13,997
3354
$270K ﹤0.01%
7,112
-933
3355
$270K ﹤0.01%
20,901
+39
3356
$270K ﹤0.01%
+12,074
3357
$270K ﹤0.01%
10,136
-638
3358
$269K ﹤0.01%
13,842
-2
3359
$269K ﹤0.01%
11,817
+517
3360
$269K ﹤0.01%
13,283
-400
3361
$269K ﹤0.01%
6,643
-1,002
3362
$269K ﹤0.01%
10,578
-352
3363
$268K ﹤0.01%
10,285
-3,011
3364
$268K ﹤0.01%
+12,707
3365
$268K ﹤0.01%
64,125
+2,895
3366
$268K ﹤0.01%
+20,500
3367
$267K ﹤0.01%
9,495
-696
3368
$267K ﹤0.01%
+9,915
3369
$267K ﹤0.01%
7,783
-73
3370
$267K ﹤0.01%
64,169
+14,225
3371
$267K ﹤0.01%
8,435
-120,768
3372
$267K ﹤0.01%
1,600
-246
3373
$267K ﹤0.01%
+7,721
3374
$266K ﹤0.01%
24,146
+11,754
3375
$266K ﹤0.01%
4,541
+1,175
133 134
135
136 137