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
1476
$2.47M 0.01%
15,532
-4,716
1477
$2.47M 0.01%
493,327
-344,032
1478
$2.47M 0.01%
62,593
+2,764
1479
$2.46M 0.01%
32,012
+1,614
1480
$2.46M 0.01%
71,054
+1,657
1481
$2.46M 0.01%
70,805
+5,197
1482
$2.46M 0.01%
224,665
-550
1483
$2.46M 0.01%
53,305
+4,968
1484
$2.45M 0.01%
23,940
+1,885
1485
$2.44M 0.01%
106,825
+15,732
1486
$2.44M 0.01%
175,230
+3,337
1487
$2.44M 0.01%
31,643
-581
1488
$2.44M 0.01%
24,477
-6,574
1489
$2.44M 0.01%
148,909
+9,240
1490
$2.43M 0.01%
26,078
-10,086
1491
$2.42M 0.01%
51,091
-9,914
1492
$2.42M 0.01%
26,992
+1,088
1493
$2.42M 0.01%
27,699
-2,839
1494
$2.42M 0.01%
4,794
+692
1495
$2.42M 0.01%
60,756
+22,226
1496
$2.42M 0.01%
92,545
+3,293
1497
$2.42M 0.01%
57,915
+4,155
1498
$2.41M 0.01%
5,234
-557
1499
$2.4M 0.01%
39,303
+1,644
1500
$2.4M 0.01%
43,768
+13,872
58 59
60
61 62