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
3451
$242K ﹤0.01%
+16,024
3452
$241K ﹤0.01%
6,603
+381
3453
$241K ﹤0.01%
180,206
+8,668
3454
$241K ﹤0.01%
18,783
+1,927
3455
$240K ﹤0.01%
12,800
+227
3456
$240K ﹤0.01%
24,069
+2,892
3457
$239K ﹤0.01%
16,560
+3,456
3458
$239K ﹤0.01%
13,645
-681
3459
$239K ﹤0.01%
5,885
+528
3460
$239K ﹤0.01%
+9,870
3461
$238K ﹤0.01%
2,388
-120
3462
$238K ﹤0.01%
+10,440
3463
$238K ﹤0.01%
1,403
-537
3464
$238K ﹤0.01%
+8,714
3465
$238K ﹤0.01%
23,456
-1,839
3466
$238K ﹤0.01%
2,533
-267
3467
$237K ﹤0.01%
+11,713
3468
$237K ﹤0.01%
5,904
+1,353
3469
$237K ﹤0.01%
+14,389
3470
$237K ﹤0.01%
5,213
+563
3471
$236K ﹤0.01%
16,644
-13,971
3472
$236K ﹤0.01%
+8,416
3473
$236K ﹤0.01%
3,130
+325
3474
$236K ﹤0.01%
9,392
-3,821
3475
$236K ﹤0.01%
+9,226
137 138
139
140 141