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
851
$6.89M 0.02%
58,823
-976
852
$6.86M 0.02%
653,135
+15,719
853
$6.86M 0.02%
54,952
+3,734
854
$6.83M 0.01%
39,795
-12,814
855
$6.81M 0.01%
261,744
+22,694
856
$6.75M 0.01%
76,898
-10,047
857
$6.74M 0.01%
94,129
-19,908
858
$6.73M 0.01%
279,418
+1,342
859
$6.72M 0.01%
29,143
-5,745
860
$6.71M 0.01%
160,849
-20,281
861
$6.71M 0.01%
19,386
+47
862
$6.7M 0.01%
183,281
+5,109
863
$6.62M 0.01%
483,452
-347,996
864
$6.62M 0.01%
80,907
-321
865
$6.59M 0.01%
101,976
+44,677
866
$6.58M 0.01%
204,128
-333,316
867
$6.58M 0.01%
25,938
+9,828
868
$6.55M 0.01%
64,416
-3,914
869
$6.55M 0.01%
45,781
+6,808
870
$6.54M 0.01%
103,858
-10,376
871
$6.54M 0.01%
107,873
+7,867
872
$6.54M 0.01%
210,973
-368
873
$6.48M 0.01%
17,249
+7,294
874
$6.48M 0.01%
161,750
+3,685
875
$6.47M 0.01%
185,168
+17,381
33 34
35
36 37