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
3601
$201K ﹤0.01%
4,302
+16
3602
$201K ﹤0.01%
35,639
-2,723
3603
$201K ﹤0.01%
+3,343
3604
$200K ﹤0.01%
12,738
-1,624
3605
$200K ﹤0.01%
14,987
-77,958
3606
$199K ﹤0.01%
11,639
-2,391
3607
$198K ﹤0.01%
57,578
+451
3608
$198K ﹤0.01%
+11,588
3609
$197K ﹤0.01%
20,845
-780
3610
$197K ﹤0.01%
+52,210
3611
$197K ﹤0.01%
16,654
+2,487
3612
$197K ﹤0.01%
14,572
-11,220
3613
$197K ﹤0.01%
+11,832
3614
$195K ﹤0.01%
14,393
-15,527
3615
$194K ﹤0.01%
16,589
+5,277
3616
$193K ﹤0.01%
11,967
+318
3617
$193K ﹤0.01%
25,590
+14,935
3618
$193K ﹤0.01%
+12,276
3619
$192K ﹤0.01%
28,899
-251
3620
$192K ﹤0.01%
20,822
+660
3621
$191K ﹤0.01%
+12,687
3622
$191K ﹤0.01%
18,191
+624
3623
$190K ﹤0.01%
+10,689
3624
$190K ﹤0.01%
14,753
+266
3625
$188K ﹤0.01%
+11,127
143 144
145
146 147