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
1301
$3.08M 0.01%
235,925
+36,837
1302
$3.07M 0.01%
29,294
-5,886
1303
$3.07M 0.01%
107,082
-3,081
1304
$3.07M 0.01%
118,354
+88,840
1305
$3.07M 0.01%
142,362
+3,047
1306
$3.07M 0.01%
75,859
-294,238
1307
$3.06M 0.01%
87,303
+29,224
1308
$3.06M 0.01%
20,999
+3,711
1309
$3.06M 0.01%
90,928
+4,130
1310
$3.04M 0.01%
95,479
+80,157
1311
$3.04M 0.01%
267,595
+3,358
1312
$3.04M 0.01%
195,105
+12,221
1313
$3.03M 0.01%
132,411
+89,957
1314
$3.03M 0.01%
124,114
-3,374
1315
$3.03M 0.01%
30,267
+2,883
1316
$3.03M 0.01%
72,178
-7,682
1317
$3.03M 0.01%
40,540
-450
1318
$3.03M 0.01%
34,151
+5,340
1319
$3.02M 0.01%
39,840
-3,449
1320
$3.01M 0.01%
59,849
+23,022
1321
$3.01M 0.01%
7,023
+539
1322
$3M 0.01%
7,969
+447
1323
$3M 0.01%
69,879
+2,305
1324
$2.99M 0.01%
+211,490
1325
$2.98M 0.01%
29,814
-2,565
51 52
53
54 55