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
3476
$234K ﹤0.01%
8,773
3477
$234K ﹤0.01%
2,794
+218
3478
$233K ﹤0.01%
5,472
3479
$233K ﹤0.01%
+4,154
3480
$233K ﹤0.01%
4,404
+56
3481
$232K ﹤0.01%
+16,710
3482
$232K ﹤0.01%
+7,623
3483
$231K ﹤0.01%
14,525
+1,050
3484
$231K ﹤0.01%
4,018
+608
3485
$231K ﹤0.01%
11,217
+360
3486
$231K ﹤0.01%
7,407
+845
3487
$231K ﹤0.01%
3,665
+308
3488
$231K ﹤0.01%
+7,903
3489
$231K ﹤0.01%
+17,268
3490
$231K ﹤0.01%
9,667
-6,280
3491
$231K ﹤0.01%
10,255
+1,246
3492
$230K ﹤0.01%
17,450
3493
$230K ﹤0.01%
5,020
-1,530
3494
$230K ﹤0.01%
9,656
-363
3495
$230K ﹤0.01%
+9,166
3496
$230K ﹤0.01%
27,172
-5,714
3497
$230K ﹤0.01%
+5,230
3498
$229K ﹤0.01%
+26,350
3499
$229K ﹤0.01%
6,570
-2,886
3500
$229K ﹤0.01%
11,038
-3,296
138 139
140
141 142