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
1701
$2.14M ﹤0.01%
57,829
-347
1702
$2.14M ﹤0.01%
489,876
+15,251
1703
$2.13M ﹤0.01%
22,294
+5,472
1704
$2.13M ﹤0.01%
27,723
-6,990
1705
$2.13M ﹤0.01%
396,111
-2,135
1706
$2.13M ﹤0.01%
32,546
+795
1707
$2.13M ﹤0.01%
11,370
+1,017
1708
$2.13M ﹤0.01%
86,433
-6,934
1709
$2.13M ﹤0.01%
91,645
+13,171
1710
$2.12M ﹤0.01%
52,166
+6,473
1711
$2.12M ﹤0.01%
48,304
+1,118
1712
$2.12M ﹤0.01%
10,904
+8
1713
$2.11M ﹤0.01%
11,861
+441
1714
$2.11M ﹤0.01%
32,435
+11,032
1715
$2.1M ﹤0.01%
79,673
+2,029
1716
$2.1M ﹤0.01%
38,475
-13,193
1717
$2.1M ﹤0.01%
99,436
-6,807
1718
$2.1M ﹤0.01%
100,992
-3,187
1719
$2.09M ﹤0.01%
+40,192
1720
$2.09M ﹤0.01%
7,237
+196
1721
$2.09M ﹤0.01%
69,772
+22,780
1722
$2.09M ﹤0.01%
26,280
+3,173
1723
$2.08M ﹤0.01%
84,521
-2,705
1724
$2.07M ﹤0.01%
199,531
+14,679
1725
$2.07M ﹤0.01%
57,104
+455
67 68
69
70 71