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
$11.6B
AUM Growth
-$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,302
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$29.8M
3
+$24M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$20.7M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$20.6M

Top Sells

1
+$99.9M
2
+$35.9M
3
+$22.4M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$21M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$19.9M

Sector Composition

1 Technology 8.43%
2 Financials 3.77%
3 Healthcare 3.63%
4 Consumer Discretionary 3.32%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$1.16M 0.01%
8,309
-1,283
977
$1.16M 0.01%
+18,753
978
$1.16M 0.01%
27,415
-14,253
979
$1.16M 0.01%
4,700
-377
980
$1.16M 0.01%
20,246
-5,422
981
$1.16M 0.01%
3,061
+160
982
$1.15M 0.01%
+16,192
983
$1.15M 0.01%
5,781
+152
984
$1.15M 0.01%
35,245
+11,289
985
$1.15M 0.01%
38,201
+5,212
986
$1.15M 0.01%
26,966
+1,567
987
$1.15M 0.01%
37,056
-900
988
$1.14M 0.01%
10,110
+306
989
$1.14M 0.01%
9,137
-165
990
$1.14M 0.01%
2,779
-619
991
$1.14M 0.01%
4,431
+296
992
$1.13M 0.01%
68,181
+319
993
$1.13M 0.01%
8,739
+402
994
$1.12M 0.01%
21,306
+11,533
995
$1.12M 0.01%
35,775
-4,510
996
$1.12M 0.01%
34,760
-7,280
997
$1.11M 0.01%
50,035
+2,741
998
$1.11M 0.01%
23,632
+3,137
999
$1.11M 0.01%
22,362
-9,345
1000
$1.11M 0.01%
2,960
-366
38 39
40
41 42