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
3726
$118K ﹤0.01%
22,309
-32
3727
$118K ﹤0.01%
+16,151
3728
$117K ﹤0.01%
11,407
-526
3729
$117K ﹤0.01%
15,000
-5,721
3730
$117K ﹤0.01%
43,072
+505
3731
$115K ﹤0.01%
15,000
3732
$114K ﹤0.01%
22,802
+8,449
3733
$114K ﹤0.01%
20,392
+6,720
3734
$113K ﹤0.01%
+14,583
3735
$112K ﹤0.01%
95,108
+66,776
3736
$112K ﹤0.01%
33,608
+7,814
3737
$111K ﹤0.01%
12,622
+1,778
3738
$111K ﹤0.01%
17,574
+430
3739
$110K ﹤0.01%
+15,032
3740
$109K ﹤0.01%
14,394
-4,830
3741
$109K ﹤0.01%
17,738
-16
3742
$108K ﹤0.01%
12,265
+70
3743
$108K ﹤0.01%
26,577
+8,968
3744
$108K ﹤0.01%
163,513
-44,744
3745
$107K ﹤0.01%
+18,512
3746
$106K ﹤0.01%
+20,037
3747
$106K ﹤0.01%
12,991
-182
3748
$105K ﹤0.01%
91,711
+1,454
3749
$104K ﹤0.01%
31,355
+7,956
3750
$104K ﹤0.01%
21,448
-2,362
148 149
150
151 152