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
2376
$870K ﹤0.01%
+16,508
2377
$870K ﹤0.01%
22,738
-3,346
2378
$869K ﹤0.01%
164,905
-21,277
2379
$869K ﹤0.01%
14,506
+2,242
2380
$864K ﹤0.01%
18,965
+381
2381
$863K ﹤0.01%
26,419
+6,784
2382
$862K ﹤0.01%
26,079
+872
2383
$862K ﹤0.01%
3,480
+1,372
2384
$862K ﹤0.01%
31,935
+24
2385
$859K ﹤0.01%
6,652
+390
2386
$858K ﹤0.01%
6,465
-153
2387
$858K ﹤0.01%
99,783
+15,284
2388
$858K ﹤0.01%
4,700
+1,178
2389
$858K ﹤0.01%
+35,392
2390
$857K ﹤0.01%
40,382
+5,295
2391
$857K ﹤0.01%
5,530
-264
2392
$856K ﹤0.01%
103,818
+1,468
2393
$855K ﹤0.01%
16,973
-38
2394
$855K ﹤0.01%
1,509
-28
2395
$854K ﹤0.01%
31,893
-13,968
2396
$853K ﹤0.01%
21,090
+7,030
2397
$848K ﹤0.01%
+34,339
2398
$848K ﹤0.01%
22,790
-704
2399
$848K ﹤0.01%
27,352
+1,586
2400
$848K ﹤0.01%
15,932
-241
94 95
96
97 98