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
1751
$1.99M ﹤0.01%
34,183
+3,296
1752
$1.99M ﹤0.01%
45,290
+798
1753
$1.99M ﹤0.01%
18,153
-390
1754
$1.98M ﹤0.01%
115,475
+14,235
1755
$1.98M ﹤0.01%
21,529
+7,900
1756
$1.97M ﹤0.01%
34,392
-4,452
1757
$1.97M ﹤0.01%
39,489
+7,312
1758
$1.97M ﹤0.01%
57,919
+28,084
1759
$1.97M ﹤0.01%
28,197
+372
1760
$1.97M ﹤0.01%
102,089
+13,578
1761
$1.97M ﹤0.01%
54,496
+8,135
1762
$1.96M ﹤0.01%
94,441
+24,409
1763
$1.96M ﹤0.01%
13,549
-3,569
1764
$1.95M ﹤0.01%
56,244
-1,418
1765
$1.95M ﹤0.01%
92,099
+63,276
1766
$1.95M ﹤0.01%
18,607
+11,349
1767
$1.95M ﹤0.01%
237,428
+50,716
1768
$1.95M ﹤0.01%
17,311
-632
1769
$1.95M ﹤0.01%
19,894
-5,844
1770
$1.95M ﹤0.01%
311,376
+7,677
1771
$1.94M ﹤0.01%
33,486
-113
1772
$1.94M ﹤0.01%
32,655
+1,181
1773
$1.94M ﹤0.01%
16,251
+3,220
1774
$1.94M ﹤0.01%
35,409
+573
1775
$1.94M ﹤0.01%
40,042
+11,008
69 70
71
72 73