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
1026
$4.77M 0.01%
228,469
+38,017
1027
$4.75M 0.01%
302,663
+3,193
1028
$4.73M 0.01%
144,275
+2,773
1029
$4.72M 0.01%
90,528
-2,649
1030
$4.71M 0.01%
64,259
-1,173
1031
$4.7M 0.01%
98,802
-5,092
1032
$4.7M 0.01%
138,534
-1,826
1033
$4.69M 0.01%
68,989
+1,032
1034
$4.67M 0.01%
135,490
-39,031
1035
$4.66M 0.01%
192,324
+11,670
1036
$4.66M 0.01%
44,854
-414
1037
$4.66M 0.01%
376,472
+85,096
1038
$4.66M 0.01%
201,022
+3,644
1039
$4.66M 0.01%
48,937
+10,057
1040
$4.62M 0.01%
24,072
+421
1041
$4.61M 0.01%
132,247
+3,296
1042
$4.61M 0.01%
155,014
+36,979
1043
$4.61M 0.01%
77,514
+2,542
1044
$4.59M 0.01%
21,074
+3,311
1045
$4.58M 0.01%
55,748
-5,120
1046
$4.57M 0.01%
27,459
+581
1047
$4.57M 0.01%
156,107
+1,084
1048
$4.57M 0.01%
110,117
-16,279
1049
$4.57M 0.01%
196,141
-51,753
1050
$4.56M 0.01%
310,754
-16,548
40 41
42
43 44