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
2226
$1.05M ﹤0.01%
6,830
-1,366
2227
$1.04M ﹤0.01%
23,809
+18,304
2228
$1.04M ﹤0.01%
13,520
+3,904
2229
$1.04M ﹤0.01%
26,354
-9,046
2230
$1.04M ﹤0.01%
+40,873
2231
$1.04M ﹤0.01%
50,794
+16,127
2232
$1.03M ﹤0.01%
67,887
-41,021
2233
$1.03M ﹤0.01%
15,599
+583
2234
$1.03M ﹤0.01%
9,855
+3,389
2235
$1.03M ﹤0.01%
128,276
-5,249
2236
$1.03M ﹤0.01%
35,980
-1,541
2237
$1.03M ﹤0.01%
15,694
+1,404
2238
$1.03M ﹤0.01%
8,387
+2,534
2239
$1.03M ﹤0.01%
85,895
-2,390
2240
$1.03M ﹤0.01%
7,924
-2,737
2241
$1.02M ﹤0.01%
7,423
+1,613
2242
$1.02M ﹤0.01%
32,764
-13,432
2243
$1.02M ﹤0.01%
46,111
+6,764
2244
$1.02M ﹤0.01%
42,833
+23,395
2245
$1.02M ﹤0.01%
19,841
+2,052
2246
$1.02M ﹤0.01%
85,554
+9,754
2247
$1.02M ﹤0.01%
39,875
+4,117
2248
$1.02M ﹤0.01%
38,886
+19,608
2249
$1.02M ﹤0.01%
13,476
+4,261
2250
$1.02M ﹤0.01%
60,146
-4,017
88 89
90
91 92