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
1151
$3.89M 0.01%
67,388
+9,365
1152
$3.88M 0.01%
38,091
+5,848
1153
$3.87M 0.01%
45,428
+5
1154
$3.86M 0.01%
1,238,689
+17,388
1155
$3.86M 0.01%
12,124
-26
1156
$3.86M 0.01%
82,911
-6,473
1157
$3.85M 0.01%
63,230
+17,512
1158
$3.84M 0.01%
106,596
+20,642
1159
$3.84M 0.01%
160,328
+9,571
1160
$3.81M 0.01%
30,880
+1,364
1161
$3.8M 0.01%
218,396
+186,900
1162
$3.8M 0.01%
50,292
+701
1163
$3.79M 0.01%
37,625
+106
1164
$3.78M 0.01%
38,519
+1,674
1165
$3.78M 0.01%
154,493
+9,460
1166
$3.78M 0.01%
29,416
+854
1167
$3.77M 0.01%
21,430
-1,250
1168
$3.77M 0.01%
35,804
+5,304
1169
$3.76M 0.01%
77,352
-4,539
1170
$3.76M 0.01%
53,469
+465
1171
$3.75M 0.01%
40,567
+4,878
1172
$3.75M 0.01%
32,987
-1,387
1173
$3.75M 0.01%
20,974
+774
1174
$3.74M 0.01%
122,934
-89,004
1175
$3.74M 0.01%
35,751
+31,840
45 46
47
48 49