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
376
$22.7M 0.05%
447,754
-1,640
377
$22.6M 0.05%
218,340
+51,043
378
$22.6M 0.05%
728,051
+327,684
379
$22.6M 0.05%
593,353
-35,885
380
$22.6M 0.05%
122,055
+4,727
381
$22.5M 0.05%
468,634
+69,004
382
$22.4M 0.05%
64,601
+1,445
383
$22.4M 0.05%
26,851
+2,159
384
$22.4M 0.05%
358,770
-3,436
385
$22.2M 0.05%
1,091,283
+6,886
386
$22.2M 0.05%
158,910
+12,073
387
$22.2M 0.05%
351,524
+33,611
388
$22.1M 0.05%
57,993
+560
389
$22M 0.05%
394,902
-76,814
390
$21.8M 0.05%
295,250
-14,331
391
$21.7M 0.05%
75,306
+5,807
392
$21.7M 0.05%
102,570
-2,426
393
$21.7M 0.05%
282,783
-4,363
394
$21.5M 0.05%
1,194,414
-281,335
395
$21.5M 0.05%
231,139
+21,114
396
$21.5M 0.05%
55,208
+1,335
397
$21.4M 0.05%
798,842
+86,810
398
$21.3M 0.05%
501,952
-72,956
399
$21.3M 0.05%
1,327,194
-17,381
400
$21.3M 0.05%
108,906
+2,131
14 15
16
17 18