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
551
$14M 0.03%
411,763
-9,437
552
$14M 0.03%
53,836
+351
553
$14M 0.03%
56,279
+1,572
554
$14M 0.03%
212,338
+12,946
555
$13.9M 0.03%
27,530
+439
556
$13.9M 0.03%
115,751
+19,060
557
$13.9M 0.03%
315,142
+56,810
558
$13.8M 0.03%
372,156
-6,430
559
$13.8M 0.03%
116,309
+13,988
560
$13.8M 0.03%
377,880
-10,130
561
$13.8M 0.03%
72,257
+3,894
562
$13.8M 0.03%
189,237
+3,114
563
$13.8M 0.03%
391,730
+4,316
564
$13.7M 0.03%
660,737
+101,515
565
$13.7M 0.03%
211,154
-48,700
566
$13.7M 0.03%
288,128
+36,688
567
$13.7M 0.03%
396,332
+12,583
568
$13.7M 0.03%
457,552
+4,573
569
$13.7M 0.03%
131,395
+5,543
570
$13.6M 0.03%
190,829
+787
571
$13.5M 0.03%
60,623
+5,606
572
$13.5M 0.03%
324,615
-25,424
573
$13.4M 0.03%
129,793
-1,186
574
$13.4M 0.03%
102,686
+13,526
575
$13.4M 0.03%
429,602
+67,682
21 22
23
24 25