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
3501
$229K ﹤0.01%
6,347
+341
3502
$229K ﹤0.01%
61,250
+32,355
3503
$229K ﹤0.01%
16,465
-3,537
3504
$229K ﹤0.01%
10,197
+164
3505
$228K ﹤0.01%
+5,704
3506
$227K ﹤0.01%
6,538
3507
$227K ﹤0.01%
7,563
-3,541
3508
$227K ﹤0.01%
4,623
-94
3509
$227K ﹤0.01%
+8,018
3510
$227K ﹤0.01%
9,671
-21,487
3511
$227K ﹤0.01%
27,711
+2,258
3512
$227K ﹤0.01%
6,211
-46,947
3513
$226K ﹤0.01%
+9,394
3514
$225K ﹤0.01%
+1,688
3515
$225K ﹤0.01%
4,214
-210
3516
$225K ﹤0.01%
+3,715
3517
$224K ﹤0.01%
34,335
+4,450
3518
$224K ﹤0.01%
22,070
-462
3519
$223K ﹤0.01%
+10,739
3520
$223K ﹤0.01%
3,225
-209
3521
$223K ﹤0.01%
6,838
-575
3522
$223K ﹤0.01%
10,861
-500
3523
$222K ﹤0.01%
+5,534
3524
$222K ﹤0.01%
9,529
-654
3525
$222K ﹤0.01%
+1,772
139 140
141
142 143