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
726
$9.39M 0.02%
231,529
+87,720
727
$9.38M 0.02%
90,013
-11,315
728
$9.37M 0.02%
690,678
-43,864
729
$9.34M 0.02%
185,138
-88,402
730
$9.32M 0.02%
196,994
+15,053
731
$9.31M 0.02%
97,124
-4,832
732
$9.26M 0.02%
106,353
+1,008
733
$9.25M 0.02%
269,681
-329
734
$9.24M 0.02%
263,214
+21,490
735
$9.19M 0.02%
8,745
+799
736
$9.18M 0.02%
38,212
-1,218
737
$9.15M 0.02%
179,548
+61,408
738
$9.14M 0.02%
284,313
-49,434
739
$9.13M 0.02%
65,857
+764
740
$9.12M 0.02%
150,350
+1,968
741
$9.12M 0.02%
126,157
+6,560
742
$9.1M 0.02%
22,773
-773
743
$9.09M 0.02%
213,861
+14,850
744
$8.94M 0.02%
344,226
+3,475
745
$8.9M 0.02%
212,117
+10,939
746
$8.89M 0.02%
375,266
-196,958
747
$8.88M 0.02%
123,323
+27,124
748
$8.88M 0.02%
152,570
-10,065
749
$8.84M 0.02%
246,570
+2,523
750
$8.84M 0.02%
133,146
+107,778
28 29
30
31 32