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
1726
$2.07M ﹤0.01%
29,255
+17,931
1727
$2.07M ﹤0.01%
47,377
+2,333
1728
$2.06M ﹤0.01%
24,461
+412
1729
$2.06M ﹤0.01%
26,300
-4,033
1730
$2.05M ﹤0.01%
+263,995
1731
$2.05M ﹤0.01%
25,599
+2,160
1732
$2.05M ﹤0.01%
41,060
+6,519
1733
$2.05M ﹤0.01%
89,347
+44,538
1734
$2.04M ﹤0.01%
245,565
+114,915
1735
$2.04M ﹤0.01%
135,961
-698
1736
$2.04M ﹤0.01%
18,157
+731
1737
$2.04M ﹤0.01%
41,030
+3,718
1738
$2.03M ﹤0.01%
198,451
+4,156
1739
$2.03M ﹤0.01%
49,821
+7,965
1740
$2.02M ﹤0.01%
69,029
-1,290
1741
$2.02M ﹤0.01%
249,267
+31,042
1742
$2.02M ﹤0.01%
39,592
+4,679
1743
$2.01M ﹤0.01%
41,175
+11,772
1744
$2.01M ﹤0.01%
101,553
+30,607
1745
$2.01M ﹤0.01%
50,841
-20,168
1746
$2.01M ﹤0.01%
47,602
+15,159
1747
$2.01M ﹤0.01%
41,647
-23,139
1748
$2.01M ﹤0.01%
47,184
-1,754
1749
$2M ﹤0.01%
121,079
-25,314
1750
$2M ﹤0.01%
21,549
-1,493
68 69
70
71 72