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
1801
$1.87M ﹤0.01%
53,226
-1,812
1802
$1.86M ﹤0.01%
55,847
-2,029
1803
$1.86M ﹤0.01%
32,389
-10,300
1804
$1.86M ﹤0.01%
69,194
+8,228
1805
$1.86M ﹤0.01%
20,440
+3,931
1806
$1.86M ﹤0.01%
84,606
+7,148
1807
$1.85M ﹤0.01%
256
+5
1808
$1.85M ﹤0.01%
13,086
-59
1809
$1.85M ﹤0.01%
141,007
+3,891
1810
$1.85M ﹤0.01%
130,352
+75,354
1811
$1.85M ﹤0.01%
71,502
+994
1812
$1.83M ﹤0.01%
164,242
+8,602
1813
$1.83M ﹤0.01%
104,949
-291,132
1814
$1.83M ﹤0.01%
87,346
+13,542
1815
$1.83M ﹤0.01%
41,868
-1,300
1816
$1.82M ﹤0.01%
47,490
+2,911
1817
$1.82M ﹤0.01%
21,785
-10,143
1818
$1.82M ﹤0.01%
108,427
-15,179
1819
$1.81M ﹤0.01%
59,592
+22,421
1820
$1.8M ﹤0.01%
15,080
-577
1821
$1.8M ﹤0.01%
17,664
-8,187
1822
$1.8M ﹤0.01%
45,661
+3,094
1823
$1.8M ﹤0.01%
82,343
+69,223
1824
$1.79M ﹤0.01%
22,569
+43
1825
$1.79M ﹤0.01%
50,365
+34,373
71 72
73
74 75