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
3801
$68.4K ﹤0.01%
13,957
+4,436
3802
$68.2K ﹤0.01%
19,000
-160
3803
$68.2K ﹤0.01%
+70,000
3804
$67.6K ﹤0.01%
11,226
-4,085
3805
$67.4K ﹤0.01%
10,842
+25
3806
$67K ﹤0.01%
13,649
-2,084
3807
$66.4K ﹤0.01%
21,271
-4,000
3808
$66.1K ﹤0.01%
+12,270
3809
$65.5K ﹤0.01%
+13,998
3810
$64.8K ﹤0.01%
67,564
+24,017
3811
$63.7K ﹤0.01%
+21,037
3812
$62.8K ﹤0.01%
13,001
-4,976
3813
$62.1K ﹤0.01%
10,097
+46
3814
$61.4K ﹤0.01%
8,763
+4,105
3815
$60.5K ﹤0.01%
44,827
+2,467
3816
$58.8K ﹤0.01%
26,734
-158
3817
$58.4K ﹤0.01%
28,200
+6,000
3818
$57.9K ﹤0.01%
+19,969
3819
$57.8K ﹤0.01%
12,489
+341
3820
$55.5K ﹤0.01%
+10,366
3821
$54.7K ﹤0.01%
14,535
-518
3822
$54.2K ﹤0.01%
+12,527
3823
$53.6K ﹤0.01%
24,041
-1,234
3824
$53.5K ﹤0.01%
20,499
+3,400
3825
$53.4K ﹤0.01%
19,548
+4,878
151 152
153
154 155