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
1501
$2.4M 0.01%
187,667
-31,236
1502
$2.39M 0.01%
107,548
-72,804
1503
$2.39M 0.01%
104,574
+1,801
1504
$2.39M 0.01%
1,524
+71
1505
$2.39M 0.01%
70,826
+63,680
1506
$2.39M 0.01%
20,751
-1,201
1507
$2.38M 0.01%
27,994
-1,946
1508
$2.37M 0.01%
58,705
-483
1509
$2.37M 0.01%
35,186
+16,561
1510
$2.36M 0.01%
161,132
+8,170
1511
$2.36M 0.01%
48,366
+5,021
1512
$2.36M 0.01%
95,403
+2,742
1513
$2.35M 0.01%
24,358
+1,580
1514
$2.35M 0.01%
17,528
-72
1515
$2.34M 0.01%
84,950
+31
1516
$2.34M 0.01%
76,952
+69,662
1517
$2.34M 0.01%
96,097
-781
1518
$2.34M 0.01%
3,871
+409
1519
$2.33M 0.01%
41,459
+146
1520
$2.33M 0.01%
8,035
-138
1521
$2.33M 0.01%
44,958
+14,579
1522
$2.33M 0.01%
37,342
+1,348
1523
$2.33M 0.01%
46,369
+3,543
1524
$2.33M 0.01%
56,696
+1,773
1525
$2.32M 0.01%
17,640
+2,740
59 60
61
62 63