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
3876
$22.9K ﹤0.01%
19,101
+5,721
3877
$22.2K ﹤0.01%
20,000
3878
$20.9K ﹤0.01%
10,400
3879
$20.6K ﹤0.01%
13,701
+1,553
3880
$20.5K ﹤0.01%
+18,000
3881
$19.4K ﹤0.01%
18,431
-185
3882
$18.4K ﹤0.01%
50,625
-1,000
3883
$18K ﹤0.01%
10,000
3884
$18K ﹤0.01%
+17,561
3885
$16.8K ﹤0.01%
32,156
+12,034
3886
$16.8K ﹤0.01%
18,001
-5,250
3887
$16.6K ﹤0.01%
14,332
3888
$16.1K ﹤0.01%
18,069
3889
$16K ﹤0.01%
12,991
3890
$15.5K ﹤0.01%
+12,176
3891
$15.4K ﹤0.01%
17,135
+4,035
3892
$14.8K ﹤0.01%
+13,000
3893
$14.3K ﹤0.01%
15,631
-2
3894
$14.1K ﹤0.01%
10,425
3895
$13.6K ﹤0.01%
13,231
-41
3896
$13.6K ﹤0.01%
+1,133
3897
$13.2K ﹤0.01%
14,406
-1,374
3898
$12.9K ﹤0.01%
+10,500
3899
$11.4K ﹤0.01%
14,108
+3,735
3900
$11.3K ﹤0.01%
+10,052
154 155
156
157 158