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
776
$8.23M 0.02%
61,579
-3,062
777
$8.21M 0.02%
305,338
-3,240
778
$8.21M 0.02%
118,331
-2,487
779
$8.18M 0.02%
317,839
-2,445
780
$8.18M 0.02%
64,497
-5,973
781
$8.16M 0.02%
28,397
+90
782
$8.15M 0.02%
197,635
-3,211
783
$8.15M 0.02%
363,849
-129,068
784
$8.11M 0.02%
21,997
+933
785
$8.1M 0.02%
234,758
-4,827
786
$8.08M 0.02%
128,989
+15,205
787
$8.06M 0.02%
423,671
+402,752
788
$8.02M 0.02%
215,031
+15,382
789
$8.01M 0.02%
50,399
-3,606
790
$7.98M 0.02%
62,723
+7,441
791
$7.94M 0.02%
215,391
+2,921
792
$7.94M 0.02%
193,341
+4,927
793
$7.93M 0.02%
313,375
-43,107
794
$7.92M 0.02%
61,721
-16,922
795
$7.87M 0.02%
52,549
+7,693
796
$7.85M 0.02%
382,346
+13,604
797
$7.84M 0.02%
212,340
-31,502
798
$7.83M 0.02%
237,786
-12,681
799
$7.81M 0.02%
213,489
-6,914
800
$7.8M 0.02%
43,270
-2,373
30 31
32
33 34