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
2126
$1.19M ﹤0.01%
80,645
+12
2127
$1.19M ﹤0.01%
7,358
+376
2128
$1.19M ﹤0.01%
11,253
+1,160
2129
$1.19M ﹤0.01%
33,018
-518
2130
$1.18M ﹤0.01%
21,039
+2,184
2131
$1.18M ﹤0.01%
23,738
+6,676
2132
$1.18M ﹤0.01%
+85,046
2133
$1.18M ﹤0.01%
55,743
-28,676
2134
$1.18M ﹤0.01%
41,658
+6,694
2135
$1.18M ﹤0.01%
37,090
+9,762
2136
$1.17M ﹤0.01%
15,534
-2,027
2137
$1.17M ﹤0.01%
44,802
-4,105
2138
$1.17M ﹤0.01%
12,453
-2,922
2139
$1.17M ﹤0.01%
7,658
+2,778
2140
$1.17M ﹤0.01%
10,066
+1,359
2141
$1.17M ﹤0.01%
62,309
+2,431
2142
$1.17M ﹤0.01%
+49,358
2143
$1.17M ﹤0.01%
55,533
+7,218
2144
$1.16M ﹤0.01%
6,692
+2,578
2145
$1.16M ﹤0.01%
+31,314
2146
$1.16M ﹤0.01%
28,256
+2,760
2147
$1.16M ﹤0.01%
63,579
-12,928
2148
$1.16M ﹤0.01%
3,775
+761
2149
$1.16M ﹤0.01%
22,975
+251
2150
$1.16M ﹤0.01%
70,894
+6,101
84 85
86
87 88