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
3676
$147K ﹤0.01%
75,000
+19,000
3677
$147K ﹤0.01%
11,248
+12
3678
$146K ﹤0.01%
25,031
+5,610
3679
$146K ﹤0.01%
11,988
-2,936
3680
$145K ﹤0.01%
5,462
-378
3681
$145K ﹤0.01%
+14,781
3682
$145K ﹤0.01%
14,019
-18,195
3683
$145K ﹤0.01%
14,181
-1,308
3684
$144K ﹤0.01%
19,023
-1,827
3685
$143K ﹤0.01%
15,508
-36
3686
$142K ﹤0.01%
19,864
+3,167
3687
$141K ﹤0.01%
+10,810
3688
$141K ﹤0.01%
14,984
-1,337
3689
$139K ﹤0.01%
13,900
+82
3690
$139K ﹤0.01%
20,516
-600
3691
$138K ﹤0.01%
19,583
+950
3692
$138K ﹤0.01%
100,125
+17,850
3693
$136K ﹤0.01%
+22,956
3694
$135K ﹤0.01%
15,360
+711
3695
$135K ﹤0.01%
49,823
-585
3696
$134K ﹤0.01%
11,611
+328
3697
$134K ﹤0.01%
35,036
+8,569
3698
$134K ﹤0.01%
27,724
-2,071
3699
$133K ﹤0.01%
19,946
+542
3700
$132K ﹤0.01%
+14,144
146 147
148
149 150