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
2401
$846K ﹤0.01%
17,516
+5,278
2402
$845K ﹤0.01%
59,774
+1,463
2403
$843K ﹤0.01%
+10,440
2404
$842K ﹤0.01%
4,655
-212
2405
$841K ﹤0.01%
4,937
+3,158
2406
$840K ﹤0.01%
2,755
-836
2407
$839K ﹤0.01%
17,483
+5,001
2408
$837K ﹤0.01%
54,430
+1,325
2409
$837K ﹤0.01%
20,041
-3,042
2410
$834K ﹤0.01%
7,155
+46
2411
$834K ﹤0.01%
30,617
+1,220
2412
$834K ﹤0.01%
57,594
+10,362
2413
$831K ﹤0.01%
56,975
+32,138
2414
$831K ﹤0.01%
24,006
+1,743
2415
$831K ﹤0.01%
11,352
-1,236
2416
$830K ﹤0.01%
33,391
+14,597
2417
$828K ﹤0.01%
56,567
+15,060
2418
$827K ﹤0.01%
11,715
-133
2419
$825K ﹤0.01%
8,231
+161
2420
$825K ﹤0.01%
15,036
+1,659
2421
$824K ﹤0.01%
18,802
+4,291
2422
$823K ﹤0.01%
7,774
+1,988
2423
$821K ﹤0.01%
27,091
+2,214
2424
$821K ﹤0.01%
25,547
-1,329
2425
$820K ﹤0.01%
6,706
-1,090
95 96
97
98 99