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
1376
$2.77M 0.01%
55,213
-6,314
1377
$2.76M 0.01%
110,494
+68,033
1378
$2.76M 0.01%
53,973
-3,470
1379
$2.76M 0.01%
93,355
-7,197
1380
$2.76M 0.01%
59,666
+552
1381
$2.74M 0.01%
90,090
-22,455
1382
$2.74M 0.01%
25,844
-184,032
1383
$2.74M 0.01%
91,912
+8,286
1384
$2.73M 0.01%
92,230
-6,461
1385
$2.73M 0.01%
114,699
+4,000
1386
$2.73M 0.01%
46,216
+348
1387
$2.72M 0.01%
86,359
+44,363
1388
$2.72M 0.01%
12,309
-422
1389
$2.72M 0.01%
270,010
+73
1390
$2.71M 0.01%
98,782
-8,177
1391
$2.71M 0.01%
70,317
-4,204
1392
$2.71M 0.01%
64,747
-2,910
1393
$2.71M 0.01%
76,356
+21,002
1394
$2.71M 0.01%
77,355
+17,828
1395
$2.7M 0.01%
10,661
+5,006
1396
$2.69M 0.01%
489,754
+5,469
1397
$2.69M 0.01%
9,932
+1,492
1398
$2.68M 0.01%
32,552
+2,310
1399
$2.68M 0.01%
52,403
+32,253
1400
$2.68M 0.01%
81,945
+5,591
54 55
56
57 58