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
3926
– –
-6,010
3927
– –
-39,922
3928
– –
-3,126
3929
– –
-9,506
3930
– –
-6,347
3931
– –
-36,637
3932
– –
-21,137
3933
– –
-7,890
3934
– –
-10,721
3935
– –
-27,066
3936
– –
-70,006
3937
– –
-1,316
3938
– –
-3,033
3939
– –
-5,226
3940
– –
-7,100
3941
– –
-10,508
3942
– –
-38,210
3943
– –
-4,282
3944
– –
-34,293
3945
– –
-5,569
3946
– –
-10,658
3947
– –
-12,504
3948
– –
-8,710
3949
– –
-34,227
3950
– –
-26,669
156 157
158
159 160