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
1126
$4.03M 0.01%
36,698
+1,159
1127
$4.02M 0.01%
180,551
-27,988
1128
$4.02M 0.01%
64,795
+3,542
1129
$3.99M 0.01%
123,278
-6,072
1130
$3.99M 0.01%
245,914
-13,533
1131
$3.99M 0.01%
172,716
+8,574
1132
$3.98M 0.01%
17,686
+741
1133
$3.98M 0.01%
103,828
-71,702
1134
$3.98M 0.01%
92,943
+1,742
1135
$3.98M 0.01%
198,581
+24,748
1136
$3.98M 0.01%
198,677
-46,979
1137
$3.97M 0.01%
183,169
-16,021
1138
$3.96M 0.01%
56,083
+13,679
1139
$3.96M 0.01%
378,669
+48,488
1140
$3.96M 0.01%
59,718
-3,529
1141
$3.95M 0.01%
90,512
-24,498
1142
$3.94M 0.01%
44,561
+833
1143
$3.94M 0.01%
9,006
+320
1144
$3.93M 0.01%
158,508
+44,418
1145
$3.91M 0.01%
76,661
-2,427
1146
$3.9M 0.01%
344,292
-35,494
1147
$3.9M 0.01%
102,679
+37,002
1148
$3.89M 0.01%
49,145
-2,353
1149
$3.89M 0.01%
24,809
+4,197
1150
$3.89M 0.01%
471,702
-68,300
44 45
46
47 48