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
1051
$4.56M 0.01%
272,315
-23,884
1052
$4.55M 0.01%
338,796
-43,780
1053
$4.55M 0.01%
71,895
-2,072
1054
$4.54M 0.01%
126,633
+1,235
1055
$4.54M 0.01%
8,435
-410
1056
$4.54M 0.01%
11,665
-67
1057
$4.53M 0.01%
451,797
-123,064
1058
$4.5M 0.01%
83,457
+40,859
1059
$4.5M 0.01%
119,811
-13,130
1060
$4.48M 0.01%
69,094
+5,999
1061
$4.48M 0.01%
+81,968
1062
$4.47M 0.01%
54,195
+29,436
1063
$4.47M 0.01%
225,448
+11,678
1064
$4.46M 0.01%
226,470
+21,533
1065
$4.46M 0.01%
83,763
+23,343
1066
$4.45M 0.01%
108,532
+10,433
1067
$4.44M 0.01%
149,422
-7,792
1068
$4.39M 0.01%
90,856
-3,092
1069
$4.38M 0.01%
116,371
+16,030
1070
$4.37M 0.01%
20,291
+833
1071
$4.37M 0.01%
26,819
+1,134
1072
$4.36M 0.01%
92,990
-2,267
1073
$4.36M 0.01%
34,920
+2,863
1074
$4.34M 0.01%
146,933
-5,932
1075
$4.34M 0.01%
49,607
-1,881
41 42
43
44 45