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
526
$15M 0.03%
73,124
+32,806
527
$14.9M 0.03%
207,188
+8,079
528
$14.9M 0.03%
307,239
+11,266
529
$14.9M 0.03%
202,109
-4,473
530
$14.9M 0.03%
326,590
+33,380
531
$14.9M 0.03%
110,469
-5,651
532
$14.9M 0.03%
492,276
+22,372
533
$14.8M 0.03%
250,169
+7,136
534
$14.8M 0.03%
308,247
-9,846
535
$14.8M 0.03%
402,621
+78,031
536
$14.7M 0.03%
618,252
+25,148
537
$14.7M 0.03%
102,169
+1,787
538
$14.6M 0.03%
695,178
+145,040
539
$14.5M 0.03%
150,777
+30,826
540
$14.5M 0.03%
290,071
-30,348
541
$14.5M 0.03%
264,713
+8,110
542
$14.5M 0.03%
88,819
-14,542
543
$14.2M 0.03%
219,611
+8,888
544
$14.2M 0.03%
244,545
+12,543
545
$14.2M 0.03%
560,644
+34,604
546
$14.2M 0.03%
517,210
+64,776
547
$14.1M 0.03%
423,849
+18,995
548
$14.1M 0.03%
425,998
+19,145
549
$14.1M 0.03%
480,072
+563
550
$14.1M 0.03%
52,019
-1,640
20 21
22
23 24