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
826
$7.25M 0.02%
77,300
+3,587
827
$7.25M 0.02%
51,927
-673
828
$7.24M 0.02%
127,592
-2,474
829
$7.2M 0.02%
49,233
+653
830
$7.19M 0.02%
207,774
-124
831
$7.18M 0.02%
91,566
+2,406
832
$7.17M 0.02%
62,386
-6,414
833
$7.16M 0.02%
172,933
+8,773
834
$7.12M 0.02%
206,093
+22,144
835
$7.06M 0.02%
26,021
-3,327
836
$7.05M 0.02%
46,616
-787
837
$7.03M 0.02%
31,871
-10,290
838
$7.02M 0.02%
191,186
+12,505
839
$7.01M 0.02%
183,190
+686
840
$6.98M 0.02%
122,221
-2,808
841
$6.97M 0.02%
209,924
+82,316
842
$6.94M 0.02%
192,593
-23,493
843
$6.93M 0.02%
49,597
+3,608
844
$6.92M 0.02%
66,121
-524
845
$6.92M 0.02%
180,632
-141,793
846
$6.91M 0.02%
60,367
-1,432
847
$6.91M 0.02%
4,843
+146
848
$6.91M 0.02%
7,473
+435
849
$6.91M 0.02%
141,398
+49,527
850
$6.9M 0.02%
370,921
-43,131
32 33
34
35 36