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
676
$10.6M 0.02%
66,253
+2,351
677
$10.6M 0.02%
106,540
-1,010
678
$10.6M 0.02%
718,246
-23,691
679
$10.5M 0.02%
250,274
-5,558
680
$10.4M 0.02%
138,246
-11,715
681
$10.4M 0.02%
61,652
+202
682
$10.4M 0.02%
126,011
-13,364
683
$10.3M 0.02%
204,411
+21,361
684
$10.3M 0.02%
985,624
+21,967
685
$10.3M 0.02%
253,642
+66,617
686
$10.2M 0.02%
91,615
-22,271
687
$10.2M 0.02%
260,529
-15,296
688
$10.2M 0.02%
190,470
-6,368
689
$10.1M 0.02%
57,167
+6,070
690
$10.1M 0.02%
111,335
+2,707
691
$10M 0.02%
71,606
+2,067
692
$10M 0.02%
195,606
+81,004
693
$10M 0.02%
19,835
-455
694
$9.99M 0.02%
125,329
+26,074
695
$9.96M 0.02%
246,016
+17,728
696
$9.94M 0.02%
278,354
+942
697
$9.89M 0.02%
211,130
+15,098
698
$9.85M 0.02%
20,746
+1,933
699
$9.8M 0.02%
90,995
+17,478
700
$9.78M 0.02%
332,800
+24,635
26 27
28
29 30