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
1251
$3.31M 0.01%
68,000
+8,129
1252
$3.31M 0.01%
15,164
+57
1253
$3.31M 0.01%
178,750
+9,002
1254
$3.3M 0.01%
44,363
-1,990
1255
$3.3M 0.01%
22,954
+1,986
1256
$3.3M 0.01%
7,089
+25
1257
$3.3M 0.01%
9,577
+239
1258
$3.3M 0.01%
63,489
+26,188
1259
$3.3M 0.01%
145,694
+19,294
1260
$3.29M 0.01%
282,428
+38,301
1261
$3.29M 0.01%
118,193
+2,578
1262
$3.29M 0.01%
335
+51
1263
$3.28M 0.01%
79,276
+7,667
1264
$3.28M 0.01%
57,520
-63,877
1265
$3.28M 0.01%
34,646
-6,776
1266
$3.27M 0.01%
55,671
-6,502
1267
$3.27M 0.01%
41,040
-32,155
1268
$3.27M 0.01%
18,514
+3,344
1269
$3.26M 0.01%
76,870
+9,950
1270
$3.26M 0.01%
66,945
+5,364
1271
$3.25M 0.01%
106,556
-39,416
1272
$3.24M 0.01%
55,922
+1,255
1273
$3.24M 0.01%
270,406
+81,985
1274
$3.23M 0.01%
12,271
-69
1275
$3.23M 0.01%
82,688
+16,191
49 50
51
52 53