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
3526
$221K ﹤0.01%
15,684
+4,973
3527
$221K ﹤0.01%
5,316
-345
3528
$221K ﹤0.01%
7,405
-2,394
3529
$221K ﹤0.01%
27,099
-868
3530
$221K ﹤0.01%
14,191
+37
3531
$220K ﹤0.01%
4,276
-520
3532
$220K ﹤0.01%
28,430
+8,454
3533
$220K ﹤0.01%
8,938
-3,676
3534
$219K ﹤0.01%
4,319
-93
3535
$218K ﹤0.01%
+3,824
3536
$217K ﹤0.01%
+8,551
3537
$217K ﹤0.01%
+3,827
3538
$217K ﹤0.01%
5,596
-348
3539
$217K ﹤0.01%
2,921
-2,351
3540
$217K ﹤0.01%
8,547
-173,107
3541
$216K ﹤0.01%
+4,282
3542
$216K ﹤0.01%
+16,600
3543
$216K ﹤0.01%
21,132
+5,761
3544
$216K ﹤0.01%
7,794
3545
$215K ﹤0.01%
17,475
-1,526
3546
$215K ﹤0.01%
+21,931
3547
$215K ﹤0.01%
8,486
3548
$215K ﹤0.01%
38,296
+22,730
3549
$215K ﹤0.01%
+2,148
3550
$215K ﹤0.01%
11,910
+88
140 141
142
143 144