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
1851
$1.72M ﹤0.01%
48,544
+35,552
1852
$1.72M ﹤0.01%
2,080,700
+83,800
1853
$1.72M ﹤0.01%
22,198
-4,772
1854
$1.72M ﹤0.01%
48,978
+10,436
1855
$1.72M ﹤0.01%
154,103
+11,526
1856
$1.72M ﹤0.01%
202,997
+17,921
1857
$1.72M ﹤0.01%
136,238
-3,708
1858
$1.71M ﹤0.01%
7,790
+1,370
1859
$1.71M ﹤0.01%
26,219
-1,734
1860
$1.71M ﹤0.01%
21,282
+755
1861
$1.71M ﹤0.01%
75,427
-7,038
1862
$1.71M ﹤0.01%
123,230
+28,044
1863
$1.71M ﹤0.01%
38,598
-74
1864
$1.71M ﹤0.01%
44,668
-2,421
1865
$1.71M ﹤0.01%
44,471
+1,915
1866
$1.7M ﹤0.01%
77,159
+58,908
1867
$1.7M ﹤0.01%
35,461
-44,364
1868
$1.7M ﹤0.01%
6,455
+4,037
1869
$1.69M ﹤0.01%
111,756
+17,758
1870
$1.69M ﹤0.01%
164,390
+24,876
1871
$1.69M ﹤0.01%
48,777
+1,555
1872
$1.69M ﹤0.01%
95,705
+2,413
1873
$1.69M ﹤0.01%
14,445
+8,524
1874
$1.69M ﹤0.01%
38,798
+86
1875
$1.69M ﹤0.01%
250,816
+12,417
73 74
75
76 77