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
1176
$3.74M 0.01%
153,926
+49,202
1177
$3.74M 0.01%
33,302
+6,754
1178
$3.73M 0.01%
179,837
-5,869
1179
$3.72M 0.01%
33,559
-1,468
1180
$3.72M 0.01%
53,146
+21,417
1181
$3.71M 0.01%
365,006
+24,052
1182
$3.71M 0.01%
51,251
+17,312
1183
$3.7M 0.01%
7,531
+142
1184
$3.7M 0.01%
14,773
+87
1185
$3.7M 0.01%
11,079
-678
1186
$3.69M 0.01%
102,648
-26,948
1187
$3.68M 0.01%
12,629
+896
1188
$3.68M 0.01%
53,915
-9,161
1189
$3.68M 0.01%
27,235
-1,009
1190
$3.68M 0.01%
42,414
-475
1191
$3.67M 0.01%
50,517
-8,995
1192
$3.67M 0.01%
122,996
+2,664
1193
$3.67M 0.01%
224,581
+106,755
1194
$3.67M 0.01%
35,395
+8,057
1195
$3.66M 0.01%
61,787
-3,728
1196
$3.64M 0.01%
285,207
+20,354
1197
$3.62M 0.01%
102,177
-2,149
1198
$3.62M 0.01%
36,655
+40
1199
$3.59M 0.01%
61,313
+435
1200
$3.59M 0.01%
88,153
-5,368
46 47
48
49 50