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
2276
$972K ﹤0.01%
127,840
-4,279
2277
$971K ﹤0.01%
13,140
+7
2278
$970K ﹤0.01%
7,078
+811
2279
$969K ﹤0.01%
32,970
-34,337
2280
$967K ﹤0.01%
38,901
-17,548
2281
$967K ﹤0.01%
9,314
+997
2282
$967K ﹤0.01%
+7,341
2283
$966K ﹤0.01%
24,714
-1,684
2284
$965K ﹤0.01%
21,877
+473
2285
$963K ﹤0.01%
37,159
-725
2286
$959K ﹤0.01%
18,896
-30,653
2287
$958K ﹤0.01%
19,831
+4,725
2288
$958K ﹤0.01%
32,444
-2,133
2289
$957K ﹤0.01%
15,804
+1,137
2290
$956K ﹤0.01%
8,374
-13,674
2291
$956K ﹤0.01%
4,737
+3,346
2292
$954K ﹤0.01%
10,602
+1,529
2293
$954K ﹤0.01%
9,627
+537
2294
$954K ﹤0.01%
41,646
+8,985
2295
$953K ﹤0.01%
88,863
+2,230
2296
$952K ﹤0.01%
4,604
+1,702
2297
$951K ﹤0.01%
23,480
-1,496
2298
$951K ﹤0.01%
30,286
+14,155
2299
$951K ﹤0.01%
35,951
+27,535
2300
$948K ﹤0.01%
21,713
-700
90 91
92
93 94