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
3701
$132K ﹤0.01%
26,399
-6,042
3702
$132K ﹤0.01%
13,048
+1,727
3703
$131K ﹤0.01%
110,482
+7,334
3704
$131K ﹤0.01%
22,624
-526
3705
$131K ﹤0.01%
11,711
-578
3706
$130K ﹤0.01%
33,089
+6,314
3707
$130K ﹤0.01%
57,956
+15,200
3708
$129K ﹤0.01%
+14,040
3709
$128K ﹤0.01%
+43,992
3710
$127K ﹤0.01%
19,197
+1,469
3711
$125K ﹤0.01%
22,729
-11,608
3712
$124K ﹤0.01%
42,521
+16,913
3713
$123K ﹤0.01%
+14,704
3714
$123K ﹤0.01%
17,512
-1,220
3715
$123K ﹤0.01%
34,001
-9,752
3716
$122K ﹤0.01%
16,329
+3,777
3717
$121K ﹤0.01%
10,827
+30
3718
$121K ﹤0.01%
+10,075
3719
$121K ﹤0.01%
15,972
+4,126
3720
$120K ﹤0.01%
11,611
+1,201
3721
$119K ﹤0.01%
+10,149
3722
$119K ﹤0.01%
+13,198
3723
$119K ﹤0.01%
14,524
-352
3724
$119K ﹤0.01%
+10,034
3725
$118K ﹤0.01%
23,523
+1,376
147 148
149
150 151