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
2351
$899K ﹤0.01%
17,831
+2,189
2352
$897K ﹤0.01%
23,507
+1,370
2353
$896K ﹤0.01%
83,503
-142
2354
$893K ﹤0.01%
95,827
+5,218
2355
$893K ﹤0.01%
30,216
+15,588
2356
$892K ﹤0.01%
11,539
-36,928
2357
$891K ﹤0.01%
3,800
-56
2358
$887K ﹤0.01%
14,644
+1,356
2359
$887K ﹤0.01%
17,155
-412
2360
$886K ﹤0.01%
25,387
2361
$885K ﹤0.01%
76,175
-19,126
2362
$884K ﹤0.01%
5,097
+667
2363
$884K ﹤0.01%
52,534
-20,411
2364
$883K ﹤0.01%
63,786
+6,190
2365
$881K ﹤0.01%
36,118
+15,556
2366
$879K ﹤0.01%
2,514
+24
2367
$874K ﹤0.01%
9,786
+1,985
2368
$873K ﹤0.01%
9,459
+439
2369
$873K ﹤0.01%
32,892
-7,086
2370
$873K ﹤0.01%
10,856
+6,032
2371
$872K ﹤0.01%
187,540
+11,066
2372
$872K ﹤0.01%
59,511
+4,603
2373
$872K ﹤0.01%
29,354
-29
2374
$872K ﹤0.01%
45,659
+8,378
2375
$871K ﹤0.01%
53,638
+6,943
93 94
95
96 97