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
1576
$2.55M ﹤0.01%
69,885
+12,092
1577
$2.54M ﹤0.01%
16,987
+1,131
1578
$2.54M ﹤0.01%
20,389
+2,208
1579
$2.54M ﹤0.01%
116,715
+26,759
1580
$2.54M ﹤0.01%
56,912
-3,339
1581
$2.53M ﹤0.01%
70,724
+37,690
1582
$2.53M ﹤0.01%
54,164
+1,749
1583
$2.53M ﹤0.01%
92,739
-11,039
1584
$2.52M ﹤0.01%
28,926
+3,703
1585
$2.52M ﹤0.01%
67,052
+118
1586
$2.52M ﹤0.01%
96,932
+3,275
1587
$2.52M ﹤0.01%
83,988
+21,566
1588
$2.51M ﹤0.01%
30,484
+8,052
1589
$2.51M ﹤0.01%
110,161
+23,478
1590
$2.5M ﹤0.01%
37,843
+2,972
1591
$2.49M ﹤0.01%
25,908
+4,774
1592
$2.49M ﹤0.01%
51,196
+900
1593
$2.47M ﹤0.01%
8,024
-691
1594
$2.47M ﹤0.01%
17,316
-5,133
1595
$2.47M ﹤0.01%
58,629
+3,074
1596
$2.47M ﹤0.01%
+40,111
1597
$2.46M ﹤0.01%
51,752
+14,487
1598
$2.46M ﹤0.01%
21,718
+12,395
1599
$2.46M ﹤0.01%
35,709
-564
1600
$2.45M ﹤0.01%
1,852
+94
62 63
64
65 66