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
2201
$1.08M ﹤0.01%
13,444
+1,388
2202
$1.08M ﹤0.01%
25,675
+9,884
2203
$1.08M ﹤0.01%
6,956
+590
2204
$1.08M ﹤0.01%
35,437
-918
2205
$1.08M ﹤0.01%
37,142
+944
2206
$1.08M ﹤0.01%
32,206
+2,469
2207
$1.08M ﹤0.01%
136,645
+9,557
2208
$1.08M ﹤0.01%
25,385
-2,579
2209
$1.07M ﹤0.01%
47,780
+942
2210
$1.07M ﹤0.01%
28,102
-618
2211
$1.07M ﹤0.01%
50,877
+31,810
2212
$1.07M ﹤0.01%
13,986
-2,451
2213
$1.07M ﹤0.01%
8,514
+1,668
2214
$1.06M ﹤0.01%
4,420
+171
2215
$1.06M ﹤0.01%
23,515
+1,504
2216
$1.06M ﹤0.01%
257,741
+33,715
2217
$1.06M ﹤0.01%
74,233
+7,911
2218
$1.06M ﹤0.01%
1,715
+100
2219
$1.05M ﹤0.01%
18,151
+2,122
2220
$1.05M ﹤0.01%
22,335
+2,392
2221
$1.05M ﹤0.01%
4,330
+182
2222
$1.05M ﹤0.01%
19,500
+220
2223
$1.05M ﹤0.01%
+24,504
2224
$1.05M ﹤0.01%
24,280
-1,121
2225
$1.05M ﹤0.01%
45,633
-29,599
87 88
89
90 91