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
951
$5.57M 0.01%
232,493
-224,901
952
$5.57M 0.01%
49,789
+596
953
$5.54M 0.01%
60,677
-3,030
954
$5.53M 0.01%
56,287
+1,459
955
$5.5M 0.01%
276,631
-11,029
956
$5.48M 0.01%
99,738
+6,708
957
$5.48M 0.01%
65,485
-38,342
958
$5.48M 0.01%
62,658
+4,750
959
$5.47M 0.01%
204,518
+53,281
960
$5.46M 0.01%
108,838
+20,140
961
$5.43M 0.01%
132,678
+4,586
962
$5.42M 0.01%
206,254
-4,254
963
$5.39M 0.01%
189,747
+5,671
964
$5.38M 0.01%
43,585
+7,395
965
$5.38M 0.01%
173,675
-9,093
966
$5.37M 0.01%
76,717
+3,480
967
$5.36M 0.01%
40,102
-40
968
$5.36M 0.01%
409,162
+199,856
969
$5.36M 0.01%
67,534
-21,085
970
$5.35M 0.01%
20,249
+3,562
971
$5.34M 0.01%
41,541
+34
972
$5.34M 0.01%
123,068
-13,782
973
$5.31M 0.01%
121,259
-23,166
974
$5.3M 0.01%
57,142
+2,362
975
$5.3M 0.01%
55,219
+7,055
37 38
39
40 41