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
3626
$186K ﹤0.01%
16,324
+2,165
3627
$185K ﹤0.01%
20,897
-2,700
3628
$185K ﹤0.01%
26,874
+7,962
3629
$184K ﹤0.01%
12,641
+2,068
3630
$183K ﹤0.01%
11,454
+809
3631
$183K ﹤0.01%
13,877
+2,507
3632
$182K ﹤0.01%
+12,199
3633
$182K ﹤0.01%
11,639
+2,640
3634
$182K ﹤0.01%
14,978
+4,638
3635
$182K ﹤0.01%
12,802
+1,276
3636
$181K ﹤0.01%
269,105
3637
$181K ﹤0.01%
10,133
-5,091
3638
$181K ﹤0.01%
21,474
3639
$179K ﹤0.01%
+20,925
3640
$177K ﹤0.01%
22,158
-13,100
3641
$177K ﹤0.01%
16,763
3642
$177K ﹤0.01%
67,712
+25,767
3643
$175K ﹤0.01%
7,237
-341
3644
$175K ﹤0.01%
+17,609
3645
$174K ﹤0.01%
12,931
-1,850
3646
$174K ﹤0.01%
19,036
-3,484
3647
$174K ﹤0.01%
28,049
+768
3648
$172K ﹤0.01%
20,625
-14,115
3649
$172K ﹤0.01%
20,059
+6,058
3650
$172K ﹤0.01%
18,505
+197
144 145
146
147 148