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
701
$9.77M 0.02%
93,856
-1,695
702
$9.75M 0.02%
150,066
-1,205
703
$9.75M 0.02%
23,984
+5,548
704
$9.72M 0.02%
261,437
+30,925
705
$9.7M 0.02%
126,219
+48,075
706
$9.68M 0.02%
17,398
-3,780
707
$9.68M 0.02%
507,421
+111,415
708
$9.66M 0.02%
274,072
-17,089
709
$9.66M 0.02%
59,256
+7,787
710
$9.62M 0.02%
96,690
-54,942
711
$9.59M 0.02%
332,470
+265,193
712
$9.58M 0.02%
552,207
+9,861
713
$9.56M 0.02%
81,634
+9,483
714
$9.54M 0.02%
55,313
+7,394
715
$9.53M 0.02%
133,193
+34,700
716
$9.53M 0.02%
124,393
+43,263
717
$9.52M 0.02%
156,239
+69,436
718
$9.52M 0.02%
394,980
+5,469
719
$9.5M 0.02%
181,219
+2,430
720
$9.49M 0.02%
250,724
+56,313
721
$9.47M 0.02%
58,146
-7,613
722
$9.47M 0.02%
178,734
-56,888
723
$9.47M 0.02%
350,518
-248,649
724
$9.43M 0.02%
59,937
-18,972
725
$9.42M 0.02%
144,256
+683
27 28
29
30 31