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
3901
$10.6K ﹤0.01%
717
-5
3902
$9.87K ﹤0.01%
13,000
+2,050
3903
$8.16K ﹤0.01%
14,752
-4,714
3904
$7.75K ﹤0.01%
760
-59
3905
$7.12K ﹤0.01%
+10,244
3906
$6.8K ﹤0.01%
+10,641
3907
$6.22K ﹤0.01%
15,275
-1,315
3908
$4.91K ﹤0.01%
548
-241
3909
$4.76K ﹤0.01%
20,000
+10,000
3910
$4.05K ﹤0.01%
10,100
3911
$3.75K ﹤0.01%
623
+83
3912
$1.08K ﹤0.01%
69,910
-38,000
3913
$163 ﹤0.01%
16,500
3914
– –
-17
3915
– –
-1,598
3916
– –
-13,775
3917
– –
-35,432
3918
– –
-8,172
3919
– –
-21,000
3920
– –
-652
3921
– –
-8,777
3922
– –
-20,199
3923
– –
-6,409
3924
– –
-12,364
3925
– –
-6,400
155 156
157
158 159