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
2301
$948K ﹤0.01%
53,021
+21,902
2302
$948K ﹤0.01%
31,015
-760
2303
$946K ﹤0.01%
21,854
+7,710
2304
$946K ﹤0.01%
+49,326
2305
$945K ﹤0.01%
+42,313
2306
$945K ﹤0.01%
+30,706
2307
$945K ﹤0.01%
53,344
+22,998
2308
$944K ﹤0.01%
17,692
+196
2309
$943K ﹤0.01%
42,779
+2,432
2310
$942K ﹤0.01%
58,195
+12,843
2311
$941K ﹤0.01%
9,954
-73
2312
$940K ﹤0.01%
24,591
+5,809
2313
$938K ﹤0.01%
2,832
-50
2314
$936K ﹤0.01%
37,717
+13,413
2315
$936K ﹤0.01%
53,810
+7,039
2316
$935K ﹤0.01%
37,164
-2,621
2317
$933K ﹤0.01%
73,979
-5,701
2318
$933K ﹤0.01%
17,975
-170
2319
$932K ﹤0.01%
13,593
+4,792
2320
$931K ﹤0.01%
6,127
+3,075
2321
$928K ﹤0.01%
14,562
+8
2322
$925K ﹤0.01%
86,371
-3,073
2323
$924K ﹤0.01%
25,804
+9,126
2324
$923K ﹤0.01%
75,199
+16,194
2325
$923K ﹤0.01%
37,043
-26,489
91 92
93
94 95