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
3651
$172K ﹤0.01%
+15,631
3652
$171K ﹤0.01%
62,808
-37,558
3653
$170K ﹤0.01%
17,660
+3,125
3654
$169K ﹤0.01%
+10,322
3655
$167K ﹤0.01%
132,637
+59,085
3656
$166K ﹤0.01%
18,302
-1,035
3657
$166K ﹤0.01%
16,097
-4,479
3658
$163K ﹤0.01%
20,868
+2,552
3659
$162K ﹤0.01%
22,747
+9,599
3660
$162K ﹤0.01%
12,117
-3,680
3661
$161K ﹤0.01%
36,115
+5,698
3662
$160K ﹤0.01%
59,577
-11,402
3663
$160K ﹤0.01%
14,999
+1,455
3664
$158K ﹤0.01%
11,936
+16
3665
$158K ﹤0.01%
+10,306
3666
$157K ﹤0.01%
26,452
+4,686
3667
$157K ﹤0.01%
+10,051
3668
$157K ﹤0.01%
21,121
+3,910
3669
$156K ﹤0.01%
10,806
+122
3670
$155K ﹤0.01%
15,553
+2,826
3671
$155K ﹤0.01%
30,399
+18,129
3672
$152K ﹤0.01%
+10,102
3673
$152K ﹤0.01%
+15,561
3674
$148K ﹤0.01%
10,956
3675
$147K ﹤0.01%
18,178
+5,192
145 146
147
148 149