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
2426
$820K ﹤0.01%
22,654
+4,775
2427
$820K ﹤0.01%
22,853
+3,244
2428
$819K ﹤0.01%
104,565
+12,603
2429
$819K ﹤0.01%
15,816
2430
$818K ﹤0.01%
27,089
+12,143
2431
$817K ﹤0.01%
+28,700
2432
$816K ﹤0.01%
15,004
+7,417
2433
$814K ﹤0.01%
28,652
+9,134
2434
$814K ﹤0.01%
524,872
+168,650
2435
$812K ﹤0.01%
10,015
+1,112
2436
$812K ﹤0.01%
45,758
+30,156
2437
$809K ﹤0.01%
10,339
+2,188
2438
$808K ﹤0.01%
34,036
+474
2439
$808K ﹤0.01%
9,826
-944
2440
$807K ﹤0.01%
90,503
+20,724
2441
$807K ﹤0.01%
14,020
-528
2442
$807K ﹤0.01%
55,689
-9,193
2443
$806K ﹤0.01%
156,975
+28,175
2444
$806K ﹤0.01%
29,703
-274
2445
$804K ﹤0.01%
24,233
+8,861
2446
$804K ﹤0.01%
36,417
+2,384
2447
$803K ﹤0.01%
17,544
+1,104
2448
$802K ﹤0.01%
26,149
+666
2449
$799K ﹤0.01%
4,460
+920
2450
$797K ﹤0.01%
21,128
+2,179
96 97
98
99 100