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
1326
$2.98M 0.01%
58,545
-2,090
1327
$2.97M 0.01%
12,260
-1,083
1328
$2.97M 0.01%
28,792
+114
1329
$2.97M 0.01%
92,733
-9,116
1330
$2.97M 0.01%
24,525
-682
1331
$2.97M 0.01%
68,886
-14,665
1332
$2.96M 0.01%
29,051
+2,500
1333
$2.96M 0.01%
88,959
+26,144
1334
$2.96M 0.01%
137,165
+65,916
1335
$2.96M 0.01%
8,252
+2,085
1336
$2.95M 0.01%
70,521
+61,429
1337
$2.95M 0.01%
58,691
+23,394
1338
$2.95M 0.01%
18,548
-16,412
1339
$2.94M 0.01%
+51,281
1340
$2.94M 0.01%
101,664
-12,191
1341
$2.94M 0.01%
99,331
-694
1342
$2.94M 0.01%
306,066
+14,991
1343
$2.94M 0.01%
101,179
-41,672
1344
$2.93M 0.01%
18,544
+5,483
1345
$2.93M 0.01%
47,178
+2,177
1346
$2.92M 0.01%
92,470
+30,623
1347
$2.92M 0.01%
70,459
-335
1348
$2.92M 0.01%
29,037
+5,092
1349
$2.92M 0.01%
41,017
-41,662
1350
$2.91M 0.01%
23,736
+723
52 53
54
55 56