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
1226
$3.45M 0.01%
207,388
-2,455
1227
$3.45M 0.01%
14,267
-2,359
1228
$3.44M 0.01%
36,510
+7,968
1229
$3.44M 0.01%
31,560
-7,759
1230
$3.43M 0.01%
52,850
-2,332
1231
$3.43M 0.01%
77,445
+1,417
1232
$3.43M 0.01%
60,613
+1,350
1233
$3.42M 0.01%
139,967
+75,348
1234
$3.41M 0.01%
422,235
+23,296
1235
$3.41M 0.01%
41,948
-13,228
1236
$3.41M 0.01%
138,436
-3,963
1237
$3.39M 0.01%
16,086
-1,426
1238
$3.39M 0.01%
17,069
+2,727
1239
$3.39M 0.01%
22,910
-659
1240
$3.39M 0.01%
15,151
+900
1241
$3.38M 0.01%
181,780
+20,380
1242
$3.37M 0.01%
27,145
-7
1243
$3.36M 0.01%
94,320
+30,104
1244
$3.36M 0.01%
14,452
+13
1245
$3.36M 0.01%
72,334
+28,897
1246
$3.34M 0.01%
26,864
-1,245
1247
$3.33M 0.01%
66,359
+6,084
1248
$3.33M 0.01%
86,824
-4,637
1249
$3.33M 0.01%
20,975
-25,944
1250
$3.31M 0.01%
61,684
+300
48 49
50
51 52