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
401
$21.2M 0.05%
92,044
+3,563
402
$21.1M 0.05%
287,259
+6,828
403
$20.9M 0.05%
64,068
-2,437
404
$20.9M 0.05%
345,792
+63,513
405
$20.8M 0.05%
831,131
+27,632
406
$20.7M 0.05%
391,812
+3,210
407
$20.6M 0.05%
449,401
+13,584
408
$20.5M 0.04%
169,654
+21,791
409
$20.5M 0.04%
208,724
+79,479
410
$20.4M 0.04%
1,018,001
+114,606
411
$20.3M 0.04%
171,080
-2,115
412
$20.3M 0.04%
492,745
+29,242
413
$20.2M 0.04%
228,938
-1,277
414
$20.1M 0.04%
781,814
+23,396
415
$20.1M 0.04%
119,065
+56,505
416
$20M 0.04%
886,224
+61,917
417
$20M 0.04%
249,296
-13,507
418
$20M 0.04%
25,787
-1,391
419
$19.9M 0.04%
72,030
+1,739
420
$19.8M 0.04%
374,640
+40,358
421
$19.8M 0.04%
96,132
+10,103
422
$19.6M 0.04%
312,255
-60,715
423
$19.6M 0.04%
233,366
+15,664
424
$19.4M 0.04%
165,610
+31,036
425
$19.4M 0.04%
453,551
+24,193
15 16
17
18 19