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
2151
$1.16M ﹤0.01%
20,362
+1,963
2152
$1.15M ﹤0.01%
19,408
+407
2153
$1.15M ﹤0.01%
9,427
+817
2154
$1.14M ﹤0.01%
15,129
-73
2155
$1.14M ﹤0.01%
24,325
+732
2156
$1.14M ﹤0.01%
10,680
+3,231
2157
$1.14M ﹤0.01%
45,719
+36,432
2158
$1.14M ﹤0.01%
12,105
+944
2159
$1.14M ﹤0.01%
48,136
+12,410
2160
$1.14M ﹤0.01%
14,460
+371
2161
$1.14M ﹤0.01%
37,612
+3,843
2162
$1.14M ﹤0.01%
14,361
+1,701
2163
$1.14M ﹤0.01%
18,925
-11,273
2164
$1.13M ﹤0.01%
+29,039
2165
$1.13M ﹤0.01%
65,708
+4,775
2166
$1.13M ﹤0.01%
34,567
+22,750
2167
$1.13M ﹤0.01%
39,582
+7,151
2168
$1.13M ﹤0.01%
22,945
+148
2169
$1.13M ﹤0.01%
30,485
+4,536
2170
$1.13M ﹤0.01%
10,486
+2,307
2171
$1.13M ﹤0.01%
22,426
+2,749
2172
$1.12M ﹤0.01%
74,059
+14,538
2173
$1.12M ﹤0.01%
36,568
2174
$1.12M ﹤0.01%
75,237
+15,964
2175
$1.11M ﹤0.01%
105,628
-12,465
85 86
87
88 89