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
2251
$1.01M ﹤0.01%
123,135
+27,789
2252
$1.01M ﹤0.01%
+39,749
2253
$1.01M ﹤0.01%
44,939
+8,526
2254
$1.01M ﹤0.01%
18,885
-1,328
2255
$1.01M ﹤0.01%
+69,965
2256
$1.01M ﹤0.01%
17,962
-2,474
2257
$1.01M ﹤0.01%
7,889
+1,653
2258
$1M ﹤0.01%
32,187
+14,209
2259
$1M ﹤0.01%
50,511
+670
2260
$998K ﹤0.01%
41,376
+1,960
2261
$998K ﹤0.01%
22,431
+7,433
2262
$997K ﹤0.01%
62,952
+5,971
2263
$996K ﹤0.01%
13,264
+1,963
2264
$994K ﹤0.01%
44,414
+25,040
2265
$993K ﹤0.01%
22,757
+4,978
2266
$992K ﹤0.01%
+7,561
2267
$990K ﹤0.01%
4,057
-116
2268
$988K ﹤0.01%
5,376
-1,175
2269
$988K ﹤0.01%
33,217
-22,811
2270
$987K ﹤0.01%
+24,306
2271
$980K ﹤0.01%
5,717
+376
2272
$979K ﹤0.01%
20,635
+14
2273
$977K ﹤0.01%
16,076
+2,401
2274
$972K ﹤0.01%
9,349
+1,888
2275
$972K ﹤0.01%
10,532
+3,621
89 90
91
92 93