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
576
$13.3M 0.03%
107,895
-23,671
577
$13.3M 0.03%
52,278
-2,673
578
$13.3M 0.03%
108,036
+5,379
579
$13.2M 0.03%
104,156
+19,993
580
$13.2M 0.03%
164,755
+11,535
581
$13.2M 0.03%
120,946
+7,808
582
$13.2M 0.03%
287,715
-40,639
583
$13.2M 0.03%
914,434
+59,859
584
$13.2M 0.03%
685,311
-74,964
585
$13.1M 0.03%
359,266
-59,623
586
$13.1M 0.03%
72,917
+5,131
587
$13.1M 0.03%
473,373
-462,633
588
$13.1M 0.03%
113,885
+4,229
589
$13.1M 0.03%
4,156
-168
590
$13.1M 0.03%
172,074
+6,173
591
$13.1M 0.03%
156,158
+23,919
592
$13.1M 0.03%
6,721
-190
593
$13M 0.03%
227,421
+51,752
594
$13M 0.03%
537,921
-361
595
$13M 0.03%
289,205
-13,693
596
$12.9M 0.03%
386,141
+5,364
597
$12.9M 0.03%
53,506
+4,713
598
$12.8M 0.03%
303,661
+20,708
599
$12.8M 0.03%
44,214
+88
600
$12.7M 0.03%
428,199
-37,410
22 23
24
25 26