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
426
$19.4M 0.04%
611,992
-88,203
427
$19.3M 0.04%
398,418
-33,454
428
$19.3M 0.04%
39,074
+2,835
429
$19.3M 0.04%
379,418
+39,498
430
$19.2M 0.04%
73,682
+14,874
431
$19.1M 0.04%
92,551
+5,910
432
$19.1M 0.04%
58,969
+2,035
433
$19.1M 0.04%
653,625
+10,203
434
$19M 0.04%
247,875
+3,570
435
$18.8M 0.04%
98,702
+9,339
436
$18.7M 0.04%
1,774,751
+14,575
437
$18.7M 0.04%
924,365
+363,891
438
$18.6M 0.04%
888,887
+24,534
439
$18.5M 0.04%
755,634
+216,376
440
$18.4M 0.04%
598,319
+33,542
441
$18.3M 0.04%
929,536
+25,366
442
$18.2M 0.04%
385,286
-39,562
443
$18.1M 0.04%
71,448
+3,175
444
$18.1M 0.04%
437,886
-82,158
445
$18M 0.04%
335,986
-138,411
446
$18M 0.04%
175,402
-1,137
447
$18M 0.04%
657,852
-102,839
448
$18M 0.04%
172,292
+19,077
449
$17.9M 0.04%
726,753
+89,780
450
$17.9M 0.04%
428,690
-77,460
16 17
18
19 20