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
3751
$103K ﹤0.01%
+13,169
3752
$102K ﹤0.01%
15,363
+78
3753
$101K ﹤0.01%
60,556
3754
$99.8K ﹤0.01%
10,501
-395
3755
$99.6K ﹤0.01%
19,766
-988
3756
$99.3K ﹤0.01%
16,794
+200
3757
$97.7K ﹤0.01%
10,756
-350
3758
$97.5K ﹤0.01%
10,906
-12,937
3759
$97.4K ﹤0.01%
20,893
+9,073
3760
$97.2K ﹤0.01%
56,484
-42,718
3761
$95.9K ﹤0.01%
+17,597
3762
$94.9K ﹤0.01%
10,909
+338
3763
$94.6K ﹤0.01%
23,413
+3,176
3764
$93.7K ﹤0.01%
12,941
-5,466
3765
$93.2K ﹤0.01%
25,320
+9,329
3766
$92.9K ﹤0.01%
16,986
-7,384
3767
$92K ﹤0.01%
23,417
-1,472
3768
$91.8K ﹤0.01%
22,451
+12
3769
$91.7K ﹤0.01%
14,261
-2,162
3770
$90.8K ﹤0.01%
23,403
+3,382
3771
$89.5K ﹤0.01%
27,116
+107
3772
$89.4K ﹤0.01%
15,149
+1,310
3773
$89.3K ﹤0.01%
13,979
-598
3774
$89.3K ﹤0.01%
20,910
-250
3775
$89.2K ﹤0.01%
+39,136
149 150
151
152 153