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
2451
$796K ﹤0.01%
31,774
+15,680
2452
$796K ﹤0.01%
25,216
+5,091
2453
$795K ﹤0.01%
+25,099
2454
$794K ﹤0.01%
30,193
-1,022
2455
$793K ﹤0.01%
5,047
+734
2456
$791K ﹤0.01%
20,473
-4,284
2457
$790K ﹤0.01%
6,232
-993
2458
$788K ﹤0.01%
10,089
+1,117
2459
$788K ﹤0.01%
10,976
+3,159
2460
$786K ﹤0.01%
25,586
+1,951
2461
$786K ﹤0.01%
+28,052
2462
$786K ﹤0.01%
16,677
-449
2463
$785K ﹤0.01%
16,875
+527
2464
$784K ﹤0.01%
6,175
+749
2465
$784K ﹤0.01%
22,105
+8,918
2466
$783K ﹤0.01%
18,481
+4,909
2467
$783K ﹤0.01%
+18,576
2468
$782K ﹤0.01%
13,936
+1,095
2469
$782K ﹤0.01%
77,050
+435
2470
$781K ﹤0.01%
11,354
+1,149
2471
$780K ﹤0.01%
+78,542
2472
$780K ﹤0.01%
42,349
-1,512
2473
$779K ﹤0.01%
207,665
+33,548
2474
$778K ﹤0.01%
+22,228
2475
$777K ﹤0.01%
48,515
+90
97 98
99
100 101