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
$11.6B
AUM Growth
-$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,302
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$29.8M
3
+$24M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$20.7M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$20.6M

Top Sells

1
+$99.9M
2
+$35.9M
3
+$22.4M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$21M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$19.9M

Sector Composition

1 Technology 8.43%
2 Financials 3.77%
3 Healthcare 3.63%
4 Consumer Discretionary 3.32%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$664K 0.01%
7,893
1277
$663K 0.01%
23,768
+643
1278
$661K 0.01%
57,218
+12
1279
$660K 0.01%
21,346
+462
1280
$660K 0.01%
45,345
+9,926
1281
$659K 0.01%
4,361
-892
1282
$656K 0.01%
+15,592
1283
$655K 0.01%
13,856
+7,488
1284
$654K 0.01%
15,194
+1,466
1285
$654K 0.01%
7,150
+196
1286
$652K 0.01%
19,574
-262
1287
$651K 0.01%
21,399
+632
1288
$650K 0.01%
39,447
+2,324
1289
$646K 0.01%
20,390
+8,380
1290
$644K 0.01%
4,829
+1,398
1291
$643K 0.01%
30,491
+252
1292
$643K 0.01%
+2,654
1293
$641K 0.01%
12,780
+5,143
1294
$641K 0.01%
16,118
1295
$641K 0.01%
6,931
+1,090
1296
$641K 0.01%
52,656
-79
1297
$641K 0.01%
19,013
-3,719
1298
$640K 0.01%
6,041
-4,906
1299
$638K 0.01%
32,305
+6,961
1300
$638K 0.01%
16,828
-1,557
50 51
52
53 54