We are live on ! Find out more
Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
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
+$164M
2
+$88.1M
3
+$83.9M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$72.5M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$36.9M

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
+$58.9M

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
3851
– –
-11,528
3852
– –
-16,346
3853
– –
-6,473
3854
– –
0
3855
– –
-45,573
3856
– –
-276,237
3857
– –
-23,389
3858
– –
-11,400
3859
– –
-15,603
3860
– –
-73,854
3861
– –
-37,762
3862
– –
-17,300
3863
– –
-11,895
3864
– –
-5,956
3865
– –
-28,178
3866
– –
-8,213
3867
– –
-8,893
3868
– –
-8,267
3869
– –
-5,565
3870
– –
-283,820
3871
– –
-15,520
3872
– –
-107,413
3873
– –
-11,852
3874
– –
-11,110
151 152 153 154
155