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
2176
$1.11M ﹤0.01%
56,958
+39,313
2177
$1.11M ﹤0.01%
15,606
+1,467
2178
$1.11M ﹤0.01%
3,065
+294
2179
$1.11M ﹤0.01%
4,180
+677
2180
$1.11M ﹤0.01%
+22,966
2181
$1.11M ﹤0.01%
24,616
+2,848
2182
$1.11M ﹤0.01%
44,006
+2,703
2183
$1.11M ﹤0.01%
72,803
+46,782
2184
$1.11M ﹤0.01%
109,048
+5,282
2185
$1.11M ﹤0.01%
7,374
+527
2186
$1.1M ﹤0.01%
25,233
+56
2187
$1.1M ﹤0.01%
32,057
-446
2188
$1.1M ﹤0.01%
16,749
-1,614
2189
$1.1M ﹤0.01%
135,514
-31,789
2190
$1.1M ﹤0.01%
33,894
-1,493
2191
$1.1M ﹤0.01%
73,770
-2,235
2192
$1.1M ﹤0.01%
52,738
-6,398
2193
$1.1M ﹤0.01%
113,158
-70
2194
$1.1M ﹤0.01%
8,697
-391
2195
$1.09M ﹤0.01%
83,793
+9,142
2196
$1.09M ﹤0.01%
64,676
-1,025
2197
$1.09M ﹤0.01%
16,193
-2,001
2198
$1.09M ﹤0.01%
21,820
+6,348
2199
$1.09M ﹤0.01%
82,206
-7,153
2200
$1.08M ﹤0.01%
20,598
+2,238
86 87
88
89 90