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
$45.7B
AUM Growth
+$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,907
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$89.3M
3
+$85.2M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$75.5M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$38.2M

Top Sells

1
+$788M
2
+$128M
3
+$121M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$101M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$61.1M

Sector Composition

1 Technology 10.56%
2 Financials 4.21%
3 Consumer Discretionary 3.68%
4 Healthcare 3.44%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$33M 0.07%
994,536
-133,142
277
$33M 0.07%
7,836
+334
278
$33M 0.07%
811,096
+12,460
279
$32.9M 0.07%
350,444
-10,643
280
$32.9M 0.07%
260,928
+987
281
$32.7M 0.07%
753,582
-5,464
282
$32.7M 0.07%
666,245
+13,730
283
$32.7M 0.07%
731,080
+4,488
284
$32.6M 0.07%
1,218,009
-12,339
285
$32.1M 0.07%
851,939
-49,262
286
$32.1M 0.07%
220,819
-16,997
287
$32M 0.07%
860,818
+153,144
288
$31.9M 0.07%
483,523
+33,706
289
$31.8M 0.07%
850,451
+70,009
290
$31.7M 0.07%
1,432,821
+4,526
291
$31.6M 0.07%
357,712
+28,483
292
$31.5M 0.07%
1,215,867
+251,795
293
$31.4M 0.07%
49,641
+1,066
294
$31.3M 0.07%
1,008,042
+83,146
295
$31.3M 0.07%
63,762
-1,262
296
$31.3M 0.07%
617,725
+74,527
297
$31.1M 0.07%
153,371
-20,867
298
$30.7M 0.07%
1,492,826
+54,816
299
$30.5M 0.07%
338,830
-42,755
300
$30.5M 0.07%
479,888
+163,582
10 11
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