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
1001
$4.98M 0.01%
15,152
+3,020
1002
$4.98M 0.01%
25,070
-885
1003
$4.98M 0.01%
191,239
+9,986
1004
$4.97M 0.01%
307,722
-11,726
1005
$4.97M 0.01%
157,712
-6,747
1006
$4.96M 0.01%
57,974
+4,467
1007
$4.95M 0.01%
104,821
+1,330
1008
$4.95M 0.01%
10,567
+1,170
1009
$4.95M 0.01%
206,078
-47,534
1010
$4.93M 0.01%
58,619
-4,390
1011
$4.92M 0.01%
265,116
+2,181
1012
$4.92M 0.01%
61,479
+5,959
1013
$4.89M 0.01%
93,776
-2,102
1014
$4.89M 0.01%
26,881
+8,244
1015
$4.87M 0.01%
97,593
-84,888
1016
$4.86M 0.01%
122,966
+50,116
1017
$4.85M 0.01%
34,555
+3,503
1018
$4.85M 0.01%
54,837
+22,851
1019
$4.84M 0.01%
56,356
-937
1020
$4.83M 0.01%
16,440
+551
1021
$4.83M 0.01%
101,656
+5,991
1022
$4.83M 0.01%
93,101
-2,082
1023
$4.81M 0.01%
108,663
+325
1024
$4.8M 0.01%
31,096
+4,096
1025
$4.79M 0.01%
34,231
+1,841
39 40
41
42 43