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
801
$7.78M 0.02%
404,326
-94,893
802
$7.77M 0.02%
31,155
+1,131
803
$7.75M 0.02%
167,231
-1,442
804
$7.74M 0.02%
233,826
-27,076
805
$7.73M 0.02%
169,247
+1,538
806
$7.72M 0.02%
307,815
+43,677
807
$7.71M 0.02%
141,186
+12,317
808
$7.71M 0.02%
8,686
+1,077
809
$7.67M 0.02%
179,079
+3,939
810
$7.64M 0.02%
165,464
+12,339
811
$7.62M 0.02%
203,376
-3,107
812
$7.6M 0.02%
29,055
-1,851
813
$7.59M 0.02%
208,403
+2,775
814
$7.58M 0.02%
239,217
-831
815
$7.57M 0.02%
106,408
+10,409
816
$7.5M 0.02%
130,931
+5,165
817
$7.47M 0.02%
207,392
+54,879
818
$7.4M 0.02%
43,297
+12,189
819
$7.36M 0.02%
216,350
+50,666
820
$7.35M 0.02%
32,099
-1,446
821
$7.33M 0.02%
256,159
-49,502
822
$7.29M 0.02%
27,171
-340
823
$7.29M 0.02%
135,542
+4,253
824
$7.28M 0.02%
37,558
-2,507
825
$7.27M 0.02%
332,333
-3,101
31 32
33
34 35