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
1426
$2.59M 0.01%
49,488
+2,972
1427
$2.59M 0.01%
171,428
+15,044
1428
$2.58M 0.01%
109,116
+15,846
1429
$2.58M 0.01%
18,613
+1,357
1430
$2.58M 0.01%
22,185
-673
1431
$2.58M 0.01%
198,687
+15,492
1432
$2.58M 0.01%
19,762
+1,378
1433
$2.58M 0.01%
36,953
+2,062
1434
$2.57M 0.01%
100,344
+58,648
1435
$2.57M 0.01%
16,737
+1,750
1436
$2.57M 0.01%
18,912
-8,014
1437
$2.57M 0.01%
54,418
+3,733
1438
$2.57M 0.01%
53,574
-2,492
1439
$2.57M 0.01%
29,908
-3,635
1440
$2.56M 0.01%
68,568
-12,823
1441
$2.55M 0.01%
157,468
-22,851
1442
$2.55M 0.01%
76,639
+3,819
1443
$2.54M 0.01%
18,709
-1,042
1444
$2.54M 0.01%
65,109
-12,819
1445
$2.54M 0.01%
18,224
-836
1446
$2.53M 0.01%
10,698
-468
1447
$2.53M 0.01%
59,085
+17,293
1448
$2.53M 0.01%
95,669
+29,307
1449
$2.53M 0.01%
10,346
+625
1450
$2.53M 0.01%
248,047
-38,083
56 57
58
59 60