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
751
$8.83M 0.02%
125,178
-5,775
752
$8.83M 0.02%
73,880
-1,062
753
$8.82M 0.02%
360,293
-7,398
754
$8.8M 0.02%
401,089
-2,999
755
$8.79M 0.02%
170,633
+16,551
756
$8.78M 0.02%
209,328
-28,817
757
$8.75M 0.02%
142,166
+45,308
758
$8.68M 0.02%
321,196
-23,549
759
$8.66M 0.02%
84,687
+11,046
760
$8.65M 0.02%
107,139
-8,573
761
$8.62M 0.02%
131,619
+44,616
762
$8.54M 0.02%
419,035
+54,113
763
$8.47M 0.02%
562,879
+47,379
764
$8.46M 0.02%
137,922
+12,096
765
$8.44M 0.02%
255,547
+14,340
766
$8.44M 0.02%
77,365
-1,658
767
$8.43M 0.02%
315,989
-282,834
768
$8.43M 0.02%
178,226
-12,498
769
$8.36M 0.02%
336,826
+7,868
770
$8.35M 0.02%
10,161
+2,583
771
$8.33M 0.02%
168,686
+7,631
772
$8.31M 0.02%
355,905
-6,500
773
$8.29M 0.02%
228,633
+37,787
774
$8.25M 0.02%
175,694
+6,149
775
$8.24M 0.02%
142,940
+6,769
29 30
31
32 33