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
651
$11.3M 0.02%
102,437
-13,004
652
$11.3M 0.02%
179,717
-19,653
653
$11.2M 0.02%
349,603
-87,611
654
$11.2M 0.02%
101,774
-5,829
655
$11.2M 0.02%
171,726
+7,658
656
$11.2M 0.02%
144,330
+3,064
657
$11.2M 0.02%
169,172
-2,837
658
$11.1M 0.02%
284,779
-12,174
659
$11.1M 0.02%
272,338
-8,985
660
$11.1M 0.02%
58,681
+1,590
661
$11.1M 0.02%
124,619
-1,098
662
$11.1M 0.02%
218,581
-2,040
663
$11.1M 0.02%
245,825
+26,608
664
$11.1M 0.02%
359,036
+48,825
665
$11M 0.02%
439,244
+40,994
666
$10.9M 0.02%
130,777
+13,180
667
$10.9M 0.02%
189,320
+1,161
668
$10.9M 0.02%
226,040
-6,699
669
$10.8M 0.02%
5,263
-900
670
$10.8M 0.02%
186,495
-37,867
671
$10.7M 0.02%
81,737
-43,720
672
$10.7M 0.02%
202,310
-43,970
673
$10.7M 0.02%
68,662
-11,135
674
$10.7M 0.02%
178,650
-10,279
675
$10.7M 0.02%
163,890
+18,643
25 26
27
28 29