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
3426
$250K ﹤0.01%
+10,235
3427
$250K ﹤0.01%
+4,406
3428
$249K ﹤0.01%
+10,505
3429
$249K ﹤0.01%
25,476
-27,964
3430
$249K ﹤0.01%
+35,000
3431
$248K ﹤0.01%
+19,203
3432
$248K ﹤0.01%
3,709
+487
3433
$247K ﹤0.01%
1,211
-791
3434
$247K ﹤0.01%
11,550
+1,840
3435
$246K ﹤0.01%
58,343
+31,684
3436
$245K ﹤0.01%
+44,597
3437
$245K ﹤0.01%
3,513
-16
3438
$244K ﹤0.01%
3,261
+315
3439
$244K ﹤0.01%
+8,762
3440
$244K ﹤0.01%
1,310
-73
3441
$244K ﹤0.01%
+9,120
3442
$244K ﹤0.01%
38,809
+300
3443
$243K ﹤0.01%
23,102
+3,253
3444
$243K ﹤0.01%
8,482
+731
3445
$242K ﹤0.01%
7,969
3446
$242K ﹤0.01%
48,909
+4,590
3447
$242K ﹤0.01%
12,411
+2,595
3448
$242K ﹤0.01%
+1,313
3449
$242K ﹤0.01%
6,978
+380
3450
$242K ﹤0.01%
+3,710
136 137
138
139 140