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
2326
$923K ﹤0.01%
5,009
+242
2327
$923K ﹤0.01%
10,170
+5,476
2328
$921K ﹤0.01%
5,481
+2,583
2329
$921K ﹤0.01%
35,294
-947
2330
$918K ﹤0.01%
10,178
+396
2331
$918K ﹤0.01%
15,985
+4,212
2332
$917K ﹤0.01%
24,061
+12,816
2333
$917K ﹤0.01%
170,487
+15,564
2334
$917K ﹤0.01%
27,690
+7,065
2335
$915K ﹤0.01%
14,681
+7,002
2336
$912K ﹤0.01%
54,965
+23,416
2337
$911K ﹤0.01%
46,164
-6,610
2338
$909K ﹤0.01%
4,900
+420
2339
$909K ﹤0.01%
79,105
+15,045
2340
$908K ﹤0.01%
38,440
-21
2341
$907K ﹤0.01%
11,812
-23,204
2342
$907K ﹤0.01%
2,753
+660
2343
$904K ﹤0.01%
81,456
+25,274
2344
$904K ﹤0.01%
9,868
+1,594
2345
$903K ﹤0.01%
77,682
+5,323
2346
$903K ﹤0.01%
44,870
2347
$902K ﹤0.01%
87,172
+22,002
2348
$901K ﹤0.01%
49,575
+10,616
2349
$901K ﹤0.01%
15,360
-4,497
2350
$900K ﹤0.01%
+35,410
92 93
94
95 96