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
451
$17.8M 0.04%
179,133
-8,651
452
$17.8M 0.04%
427,390
+2,579
453
$17.7M 0.04%
184,504
+41,832
454
$17.6M 0.04%
62,527
+1,043
455
$17.6M 0.04%
2,770,218
-119,069
456
$17.6M 0.04%
175,305
+26,832
457
$17.5M 0.04%
240,252
+30,840
458
$17.4M 0.04%
396,133
+49,018
459
$17.4M 0.04%
491,220
+16,254
460
$17.3M 0.04%
72,918
+1,316
461
$17.3M 0.04%
505,454
+2,475
462
$17.2M 0.04%
130,885
-2,765
463
$17.1M 0.04%
330,549
-2,915
464
$17.1M 0.04%
753,454
-15,754
465
$17.1M 0.04%
67,035
+790
466
$17.1M 0.04%
237,371
+1,345
467
$17M 0.04%
594,094
+6,900
468
$16.9M 0.04%
84,310
+21,930
469
$16.9M 0.04%
36,030
+551
470
$16.7M 0.04%
16,102
+1,301
471
$16.7M 0.04%
421,418
-23,403
472
$16.7M 0.04%
363,551
+40,738
473
$16.7M 0.04%
124,105
+11,973
474
$16.6M 0.04%
185,838
+1,728
475
$16.6M 0.04%
86,547
+1,352
17 18
19
20 21