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
1101
$4.2M 0.01%
164,934
-15,117
1102
$4.2M 0.01%
90,367
+16,940
1103
$4.18M 0.01%
125,039
+3,763
1104
$4.18M 0.01%
25,465
-764
1105
$4.16M 0.01%
28,288
+1,874
1106
$4.16M 0.01%
142,063
-175,509
1107
$4.15M 0.01%
109,259
+8,642
1108
$4.15M 0.01%
451,120
+120,892
1109
$4.14M 0.01%
61,797
-34,354
1110
$4.13M 0.01%
98,988
-37,616
1111
$4.13M 0.01%
37,488
+4,019
1112
$4.1M 0.01%
78,608
+2,626
1113
$4.1M 0.01%
163,302
+28,564
1114
$4.09M 0.01%
128,819
-1,424
1115
$4.08M 0.01%
15,523
+787
1116
$4.07M 0.01%
9,049
+785
1117
$4.07M 0.01%
66,106
-3,703
1118
$4.06M 0.01%
183,846
-13,588
1119
$4.06M 0.01%
96,332
-24,965
1120
$4.06M 0.01%
22,991
+3,512
1121
$4.05M 0.01%
300,360
-23,488
1122
$4.05M 0.01%
90,256
+2,968
1123
$4.05M 0.01%
160,775
+82,963
1124
$4.04M 0.01%
187,066
+10,927
1125
$4.04M 0.01%
148,900
+34,027
43 44
45
46 47