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
3851
$37.7K ﹤0.01%
20,922
-2,470
3852
$36.3K ﹤0.01%
32,716
-1,194
3853
$36.3K ﹤0.01%
30,181
+3,020
3854
$35.6K ﹤0.01%
+11,820
3855
$35.5K ﹤0.01%
17,318
+312
3856
$35.4K ﹤0.01%
+14,747
3857
$34.2K ﹤0.01%
15,974
-914
3858
$34K ﹤0.01%
+11,851
3859
$32.4K ﹤0.01%
28,190
+8,290
3860
$32.4K ﹤0.01%
14,070
-13,650
3861
$32.1K ﹤0.01%
20,058
+5,058
3862
$31.9K ﹤0.01%
20,310
3863
$31.8K ﹤0.01%
14,254
+448
3864
$31.3K ﹤0.01%
21,764
+989
3865
$31.2K ﹤0.01%
+12,447
3866
$27.6K ﹤0.01%
12,395
+2,283
3867
$27.3K ﹤0.01%
27,860
+1,000
3868
$27.2K ﹤0.01%
17,453
-1,035
3869
$27K ﹤0.01%
12,251
+1,884
3870
$26.7K ﹤0.01%
21,493
-32
3871
$25.2K ﹤0.01%
+18,016
3872
$24.5K ﹤0.01%
15,430
+190
3873
$24.3K ﹤0.01%
+10,752
3874
$24K ﹤0.01%
24,332
-22,255
3875
$24K ﹤0.01%
17,625
-1,500
153 154
155
156 157