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
2101
$1.23M ﹤0.01%
+87,161
2102
$1.23M ﹤0.01%
14,754
-1,468
2103
$1.23M ﹤0.01%
32,121
+4,103
2104
$1.23M ﹤0.01%
30,303
-7,311
2105
$1.22M ﹤0.01%
26,817
+6,946
2106
$1.22M ﹤0.01%
101,340
-1,270
2107
$1.22M ﹤0.01%
15,940
+7,396
2108
$1.21M ﹤0.01%
15,116
-1,811
2109
$1.21M ﹤0.01%
8,800
-1,112
2110
$1.21M ﹤0.01%
45,789
+28,748
2111
$1.21M ﹤0.01%
19,969
-531
2112
$1.21M ﹤0.01%
8,382
-69
2113
$1.21M ﹤0.01%
+34,494
2114
$1.21M ﹤0.01%
25,215
+1,226
2115
$1.2M ﹤0.01%
27,741
-3,570
2116
$1.2M ﹤0.01%
22,608
-52
2117
$1.2M ﹤0.01%
42,029
-48,025
2118
$1.2M ﹤0.01%
20,396
+728
2119
$1.2M ﹤0.01%
12,981
-1,530
2120
$1.2M ﹤0.01%
11,170
+886
2121
$1.2M ﹤0.01%
19,874
+70
2122
$1.2M ﹤0.01%
39,053
+5,075
2123
$1.2M ﹤0.01%
13,551
-162
2124
$1.19M ﹤0.01%
20,222
-1,880
2125
$1.19M ﹤0.01%
29,554
-4,818
83 84
85
86 87