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
3376
$266K ﹤0.01%
2,580
-2,693
3377
$266K ﹤0.01%
7,450
+103
3378
$265K ﹤0.01%
10,458
3379
$265K ﹤0.01%
+6,611
3380
$265K ﹤0.01%
18,144
-377
3381
$264K ﹤0.01%
24,861
+82
3382
$263K ﹤0.01%
10,989
+258
3383
$263K ﹤0.01%
3,396
+322
3384
$263K ﹤0.01%
2,662
+472
3385
$263K ﹤0.01%
62,726
+18,179
3386
$263K ﹤0.01%
9,084
-1,293
3387
$262K ﹤0.01%
+8,671
3388
$262K ﹤0.01%
+14,744
3389
$262K ﹤0.01%
9,250
+451
3390
$262K ﹤0.01%
4,992
-1,091
3391
$262K ﹤0.01%
31,170
-12,077
3392
$261K ﹤0.01%
+1,743
3393
$261K ﹤0.01%
12,277
+104
3394
$260K ﹤0.01%
10,413
+1,237
3395
$260K ﹤0.01%
26,235
+76
3396
$259K ﹤0.01%
29,578
+2,020
3397
$258K ﹤0.01%
2,628
-78
3398
$258K ﹤0.01%
3,888
+612
3399
$257K ﹤0.01%
+8,537
3400
$257K ﹤0.01%
9,798
+183
134 135
136
137 138