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
926
$5.89M 0.01%
86,383
-10,076
927
$5.89M 0.01%
150,550
-22,801
928
$5.88M 0.01%
177,868
-10,114
929
$5.87M 0.01%
64,485
-11,927
930
$5.87M 0.01%
88,806
+7,194
931
$5.87M 0.01%
100,205
+524
932
$5.81M 0.01%
53,031
-8,679
933
$5.8M 0.01%
18,323
+2,357
934
$5.8M 0.01%
368,244
-18,740
935
$5.8M 0.01%
19,332
-49
936
$5.8M 0.01%
119,157
+20,191
937
$5.8M 0.01%
51,800
+3,409
938
$5.79M 0.01%
164,924
+2,679
939
$5.78M 0.01%
866,910
-21,668
940
$5.78M 0.01%
118,350
-16,211
941
$5.77M 0.01%
84,806
-5,220
942
$5.74M 0.01%
105,651
+12,033
943
$5.73M 0.01%
51,263
+2,852
944
$5.73M 0.01%
216,065
-20,071
945
$5.72M 0.01%
43,171
-1,551
946
$5.72M 0.01%
58,451
+3,596
947
$5.7M 0.01%
49,517
+11,947
948
$5.68M 0.01%
68,697
+22,112
949
$5.67M 0.01%
72,066
+16,717
950
$5.62M 0.01%
83,775
-15,641
36 37
38
39 40