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
1201
$3.57M 0.01%
21,473
+1,178
1202
$3.56M 0.01%
247,342
-11,686
1203
$3.56M 0.01%
76,404
+23,771
1204
$3.55M 0.01%
70,880
-1,161
1205
$3.53M 0.01%
96,446
+31,576
1206
$3.53M 0.01%
264,869
-47,344
1207
$3.52M 0.01%
158,254
+11,224
1208
$3.52M 0.01%
147,752
-36,624
1209
$3.52M 0.01%
66,495
+33,089
1210
$3.52M 0.01%
87,985
-178,378
1211
$3.51M 0.01%
99,171
-19,272
1212
$3.51M 0.01%
101,524
-27,186
1213
$3.51M 0.01%
53,804
+1,216
1214
$3.51M 0.01%
67,155
+22,403
1215
$3.5M 0.01%
107,167
+32,811
1216
$3.5M 0.01%
36,813
+7,365
1217
$3.49M 0.01%
108,131
-3,445
1218
$3.48M 0.01%
103,700
-21,064
1219
$3.48M 0.01%
72,178
-8,882
1220
$3.48M 0.01%
200,131
+1,141
1221
$3.47M 0.01%
70,748
+46,624
1222
$3.47M 0.01%
18,053
-5,364
1223
$3.46M 0.01%
169,333
+11,540
1224
$3.46M 0.01%
149,191
-2,159
1225
$3.45M 0.01%
290,010
-148,474
47 48
49
50 51