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
901
$6.25M 0.01%
454,143
+32,133
902
$6.23M 0.01%
92,991
-25,701
903
$6.23M 0.01%
121,867
-14,381
904
$6.22M 0.01%
301,158
+6,236
905
$6.2M 0.01%
10,642
+1,308
906
$6.19M 0.01%
263,072
+66,238
907
$6.19M 0.01%
501,311
-267,915
908
$6.18M 0.01%
254,776
+14,012
909
$6.17M 0.01%
263,362
+2,845
910
$6.16M 0.01%
41,494
+1,009
911
$6.16M 0.01%
52,363
+366
912
$6.16M 0.01%
176,668
+7,440
913
$6.1M 0.01%
158,266
+9,115
914
$6.08M 0.01%
125,444
+5,756
915
$6.07M 0.01%
10,401
-51
916
$6.06M 0.01%
147,595
+12,740
917
$6.05M 0.01%
69,738
+4,373
918
$6.04M 0.01%
74,685
-11,378
919
$6.03M 0.01%
138,339
+16,228
920
$5.99M 0.01%
58,033
+5,385
921
$5.98M 0.01%
153,502
+32,514
922
$5.97M 0.01%
37,462
+748
923
$5.92M 0.01%
94,899
-7,868
924
$5.91M 0.01%
39,287
-3,019
925
$5.89M 0.01%
32,471
-4,986
35 36
37
38 39