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
1451
$2.52M 0.01%
50,570
+274
1452
$2.52M 0.01%
55,161
-33,260
1453
$2.52M 0.01%
8,546
+855
1454
$2.52M 0.01%
37,662
-27,986
1455
$2.52M 0.01%
32,092
-13,945
1456
$2.51M 0.01%
71,644
+398
1457
$2.51M 0.01%
108,844
+26,629
1458
$2.51M 0.01%
29,903
-1,943
1459
$2.51M 0.01%
22,296
+1,454
1460
$2.51M 0.01%
17,486
-514
1461
$2.5M 0.01%
47,906
+9,807
1462
$2.5M 0.01%
183,340
+48,625
1463
$2.5M 0.01%
101,197
-2,057
1464
$2.5M 0.01%
27,300
-1,065
1465
$2.5M 0.01%
55,810
+12,867
1466
$2.49M 0.01%
18,327
+936
1467
$2.49M 0.01%
12,869
-1,105
1468
$2.49M 0.01%
31,005
-1,210
1469
$2.49M 0.01%
+31,759
1470
$2.49M 0.01%
61,155
-7,683
1471
$2.49M 0.01%
125,693
+2,698
1472
$2.48M 0.01%
13,886
-1,637
1473
$2.48M 0.01%
192,661
+16,799
1474
$2.48M 0.01%
46,425
+2,897
1475
$2.48M 0.01%
61,953
+8,507
57 58
59
60 61