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
301
$30.4M 0.07%
57,618
-630
302
$30.4M 0.07%
102,181
-3,063
303
$30.3M 0.07%
585,879
+37,673
304
$29.8M 0.07%
98,612
+3,307
305
$29.5M 0.06%
1,275,035
+59,200
306
$29.4M 0.06%
307,433
+10,798
307
$29.2M 0.06%
238,763
-28,275
308
$29.1M 0.06%
46,801
-386
309
$28.9M 0.06%
1,018,360
+82,884
310
$28.7M 0.06%
435,888
+12,959
311
$28.7M 0.06%
946,353
-21,239
312
$28.5M 0.06%
580,098
+426,881
313
$28.3M 0.06%
136,731
+1,022
314
$28.3M 0.06%
83,152
+9,385
315
$28.2M 0.06%
54,194
+3,110
316
$28.2M 0.06%
288,050
+7,286
317
$28.1M 0.06%
264,704
+72,122
318
$28M 0.06%
1,070,722
+89,830
319
$27.9M 0.06%
242,399
-1,663
320
$27.8M 0.06%
526,512
+27,720
321
$27.7M 0.06%
288,512
+17,888
322
$27.7M 0.06%
605,822
+14,122
323
$27.5M 0.06%
464,331
+31,062
324
$27.4M 0.06%
245,330
-15,735
325
$27.3M 0.06%
340,095
-83,745
11 12
13
14 15