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
3551
$214K ﹤0.01%
+5,018
3552
$214K ﹤0.01%
3,277
-1,163
3553
$214K ﹤0.01%
27,000
-4,571
3554
$213K ﹤0.01%
4,362
3555
$213K ﹤0.01%
+3,867
3556
$212K ﹤0.01%
136,945
+41,208
3557
$212K ﹤0.01%
20,817
+6,718
3558
$212K ﹤0.01%
+4,136
3559
$211K ﹤0.01%
8,757
-817
3560
$211K ﹤0.01%
+4,961
3561
$211K ﹤0.01%
6,124
+555
3562
$211K ﹤0.01%
4,304
+44
3563
$211K ﹤0.01%
6,500
-1,000
3564
$211K ﹤0.01%
6,359
-384
3565
$211K ﹤0.01%
+18,374
3566
$211K ﹤0.01%
+9,839
3567
$211K ﹤0.01%
+6,110
3568
$210K ﹤0.01%
+2,137
3569
$210K ﹤0.01%
37,391
+5,739
3570
$210K ﹤0.01%
73,299
+48,407
3571
$209K ﹤0.01%
23,991
+4,093
3572
$209K ﹤0.01%
+9,734
3573
$208K ﹤0.01%
+5,467
3574
$208K ﹤0.01%
+19,187
3575
$208K ﹤0.01%
4,171
141 142
143
144 145