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
1401
$2.68M 0.01%
+102,368
1402
$2.66M 0.01%
56,666
+997
1403
$2.66M 0.01%
82,661
-19,528
1404
$2.66M 0.01%
23,501
+281
1405
$2.65M 0.01%
46,719
-1,052
1406
$2.64M 0.01%
68,665
+5,015
1407
$2.63M 0.01%
75,202
+14,101
1408
$2.63M 0.01%
48,208
+1,007
1409
$2.63M 0.01%
16,937
+812
1410
$2.63M 0.01%
89,353
-1,844
1411
$2.62M 0.01%
67,099
-3,071
1412
$2.62M 0.01%
+40,993
1413
$2.62M 0.01%
23,737
+1,493
1414
$2.62M 0.01%
17,427
+8
1415
$2.62M 0.01%
12,538
+866
1416
$2.62M 0.01%
107,318
+27,129
1417
$2.61M 0.01%
41,177
+1,886
1418
$2.61M 0.01%
61,002
+2,245
1419
$2.61M 0.01%
45,320
+288
1420
$2.61M 0.01%
57,113
+3,127
1421
$2.61M 0.01%
106,954
+30,221
1422
$2.6M 0.01%
+118,865
1423
$2.6M 0.01%
77,474
-758
1424
$2.6M 0.01%
78,302
+29,015
1425
$2.6M 0.01%
132,156
-384
55 56
57
58 59