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
476
$16.6M 0.04%
63,215
+2,596
477
$16.6M 0.04%
614,500
+344,139
478
$16.6M 0.04%
448,506
-3,813
479
$16.5M 0.04%
292,125
+56,749
480
$16.5M 0.04%
432,732
+23,972
481
$16.4M 0.04%
419,380
-60,303
482
$16.4M 0.04%
700,372
-20,096
483
$16.4M 0.04%
78,073
-6,624
484
$16.4M 0.04%
289,084
+7,765
485
$16.3M 0.04%
460,588
-23,783
486
$16.3M 0.04%
231,470
-2,819
487
$16.3M 0.04%
117,002
-913
488
$16.3M 0.04%
259,865
-10,947
489
$16.2M 0.04%
67,541
-82
490
$16.2M 0.04%
44,531
-71
491
$16.2M 0.04%
156,053
+9,039
492
$16.2M 0.04%
58,636
+160
493
$16.1M 0.04%
318,123
+9,987
494
$16.1M 0.04%
89,414
-5,506
495
$15.9M 0.03%
340,271
+3,964
496
$15.9M 0.03%
66,729
+1,982
497
$15.8M 0.03%
313,733
+43,550
498
$15.8M 0.03%
35,174
+187
499
$15.8M 0.03%
211,877
+87,306
500
$15.8M 0.03%
158,802
+48,742
18 19
20
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