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
1076
$4.33M 0.01%
223,995
+10,020
1077
$4.32M 0.01%
59,705
+4,708
1078
$4.31M 0.01%
48,693
-4,391
1079
$4.31M 0.01%
43,636
-5,275
1080
$4.3M 0.01%
43,239
-195
1081
$4.3M 0.01%
232,674
-43,904
1082
$4.28M 0.01%
94,873
+13,184
1083
$4.27M 0.01%
98,540
-14,179
1084
$4.26M 0.01%
24,493
+4,282
1085
$4.26M 0.01%
128,526
+29,383
1086
$4.26M 0.01%
102,025
+9,852
1087
$4.25M 0.01%
157,464
+9,450
1088
$4.25M 0.01%
299,604
+20,130
1089
$4.24M 0.01%
192,451
+7,004
1090
$4.23M 0.01%
108,651
-3,169
1091
$4.22M 0.01%
21,299
-28
1092
$4.22M 0.01%
82,714
+51,184
1093
$4.22M 0.01%
68,564
+30,561
1094
$4.21M 0.01%
198,728
-16,871
1095
$4.21M 0.01%
91,739
-13,648
1096
$4.21M 0.01%
129,401
-74,798
1097
$4.21M 0.01%
77,295
-5,448
1098
$4.21M 0.01%
291,490
+161
1099
$4.21M 0.01%
175,590
-38,060
1100
$4.2M 0.01%
55,832
+2,450
42 43
44
45 46