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
3576
$208K ﹤0.01%
+5,244
3577
$207K ﹤0.01%
10,738
+16
3578
$207K ﹤0.01%
+9,397
3579
$207K ﹤0.01%
13,815
-4,003
3580
$207K ﹤0.01%
3,585
-231
3581
$207K ﹤0.01%
+5,980
3582
$207K ﹤0.01%
12,967
+728
3583
$206K ﹤0.01%
+1,492
3584
$204K ﹤0.01%
16,247
-1,341
3585
$204K ﹤0.01%
3,419
-54
3586
$203K ﹤0.01%
3,895
-192
3587
$203K ﹤0.01%
6,039
-2,499
3588
$203K ﹤0.01%
3,929
-164
3589
$203K ﹤0.01%
7,238
-448
3590
$203K ﹤0.01%
17,296
+133
3591
$203K ﹤0.01%
11,289
+405
3592
$203K ﹤0.01%
19,296
+9,188
3593
$202K ﹤0.01%
+1,687
3594
$202K ﹤0.01%
21,959
+6,120
3595
$202K ﹤0.01%
4,054
-3,176
3596
$202K ﹤0.01%
+2,723
3597
$202K ﹤0.01%
+8,897
3598
$202K ﹤0.01%
+3,339
3599
$201K ﹤0.01%
+6,584
3600
$201K ﹤0.01%
32,196
+15,724
142 143
144
145 146