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
1351
$2.9M 0.01%
56,417
+1,614
1352
$2.89M 0.01%
110,846
-163
1353
$2.89M 0.01%
18,414
+452
1354
$2.88M 0.01%
44,262
+17,579
1355
$2.88M 0.01%
140,493
+20,613
1356
$2.88M 0.01%
46,899
+908
1357
$2.88M 0.01%
45,129
-21,671
1358
$2.87M 0.01%
11,301
-463
1359
$2.86M 0.01%
126,608
+115,335
1360
$2.85M 0.01%
96,471
-11,491
1361
$2.85M 0.01%
28,131
+11,879
1362
$2.85M 0.01%
16,400
+2,270
1363
$2.85M 0.01%
317,663
-47,071
1364
$2.85M 0.01%
41,651
-12,303
1365
$2.84M 0.01%
35,193
-3,338
1366
$2.83M 0.01%
52,206
-1,327
1367
$2.82M 0.01%
16,392
+3,872
1368
$2.82M 0.01%
110,189
-8,608
1369
$2.81M 0.01%
34,106
+148
1370
$2.8M 0.01%
7,563
-1,639
1371
$2.8M 0.01%
45,027
+646
1372
$2.79M 0.01%
65,576
-1,801
1373
$2.78M 0.01%
112,977
-45,785
1374
$2.77M 0.01%
65,817
+11,345
1375
$2.77M 0.01%
95,072
+20,638
53 54
55
56 57