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
1601
$2.45M ﹤0.01%
46,775
+5,111
1602
$2.45M ﹤0.01%
80,090
+19,541
1603
$2.45M ﹤0.01%
40,811
-2,223
1604
$2.44M ﹤0.01%
372,667
+36,874
1605
$2.44M ﹤0.01%
108,084
+66,287
1606
$2.44M ﹤0.01%
18,060
+280
1607
$2.44M ﹤0.01%
84,587
-4,039
1608
$2.44M ﹤0.01%
48,097
+43,729
1609
$2.43M ﹤0.01%
19,241
+4,394
1610
$2.43M ﹤0.01%
9,236
+1,686
1611
$2.43M ﹤0.01%
128,811
+21,439
1612
$2.43M ﹤0.01%
496,351
+12,403
1613
$2.42M ﹤0.01%
60,698
-880
1614
$2.42M ﹤0.01%
67,103
-199
1615
$2.42M ﹤0.01%
+65,290
1616
$2.42M ﹤0.01%
6,560
+2,212
1617
$2.41M ﹤0.01%
39,033
+22,414
1618
$2.41M ﹤0.01%
74,478
+46,715
1619
$2.41M ﹤0.01%
49,562
+16,266
1620
$2.4M ﹤0.01%
63,336
+12,059
1621
$2.4M ﹤0.01%
28,247
+129
1622
$2.4M ﹤0.01%
91,020
-2,913
1623
$2.39M ﹤0.01%
+89,759
1624
$2.39M ﹤0.01%
192,421
+44,812
1625
$2.38M ﹤0.01%
15,080
+1,846
63 64
65
66 67