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
1776
$1.94M ﹤0.01%
89,622
-104,798
1777
$1.94M ﹤0.01%
23,320
-18,919
1778
$1.94M ﹤0.01%
141,984
+13,904
1779
$1.93M ﹤0.01%
48,289
+2,834
1780
$1.93M ﹤0.01%
+73,600
1781
$1.93M ﹤0.01%
79,809
+21,659
1782
$1.93M ﹤0.01%
51,772
-52,302
1783
$1.92M ﹤0.01%
47,535
-528
1784
$1.92M ﹤0.01%
25,058
+15,842
1785
$1.91M ﹤0.01%
55,614
-820
1786
$1.9M ﹤0.01%
38,940
-1,164
1787
$1.9M ﹤0.01%
42,258
+576
1788
$1.89M ﹤0.01%
153,040
-8,774
1789
$1.89M ﹤0.01%
63,568
-5,258
1790
$1.89M ﹤0.01%
8,951
+1,264
1791
$1.89M ﹤0.01%
47,737
+2,965
1792
$1.89M ﹤0.01%
94,036
-140,267
1793
$1.88M ﹤0.01%
67,918
+44,941
1794
$1.88M ﹤0.01%
101,992
-5,693
1795
$1.88M ﹤0.01%
41,193
+13,635
1796
$1.87M ﹤0.01%
65,253
-8,369
1797
$1.87M ﹤0.01%
25,713
+71
1798
$1.87M ﹤0.01%
91,932
+18,305
1799
$1.87M ﹤0.01%
117,333
-1,618
1800
$1.87M ﹤0.01%
47,317
-4,882
70 71
72
73 74