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
3776
$88.9K ﹤0.01%
17,638
3777
$88.5K ﹤0.01%
10,868
+92
3778
$86K ﹤0.01%
32,932
-26,725
3779
$85.8K ﹤0.01%
+18,251
3780
$84.7K ﹤0.01%
13,383
+2,995
3781
$83.7K ﹤0.01%
11,147
-3,413
3782
$83.6K ﹤0.01%
21,156
+7,173
3783
$83.6K ﹤0.01%
13,766
-747
3784
$82.1K ﹤0.01%
11,574
-1,950
3785
$81.3K ﹤0.01%
+10,642
3786
$81.3K ﹤0.01%
31,268
+1,038
3787
$80.6K ﹤0.01%
19,853
+61
3788
$79.9K ﹤0.01%
12,972
+288
3789
$79.6K ﹤0.01%
29,336
+1,900
3790
$76.1K ﹤0.01%
27,066
+9,383
3791
$75.1K ﹤0.01%
28,225
+7,337
3792
$74.1K ﹤0.01%
11,447
-15
3793
$73.7K ﹤0.01%
24,161
+8,571
3794
$73.6K ﹤0.01%
11,341
-499
3795
$72.7K ﹤0.01%
46,609
+23,929
3796
$71.7K ﹤0.01%
10,994
3797
$70.8K ﹤0.01%
+20,301
3798
$70.4K ﹤0.01%
13,921
-2,426
3799
$69.5K ﹤0.01%
32,797
-811
3800
$69.3K ﹤0.01%
15,841
+5,685
150 151
152
153 154