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
1526
$2.31M 0.01%
76,499
-4,767
1527
$2.31M 0.01%
40,347
+701
1528
$2.3M 0.01%
43,259
+463
1529
$2.3M 0.01%
162,451
+10,099
1530
$2.3M 0.01%
57,002
-102,393
1531
$2.3M 0.01%
12,960
+646
1532
$2.29M 0.01%
16,178
-83
1533
$2.29M 0.01%
46,042
+32,571
1534
$2.29M 0.01%
75,402
-2,325
1535
$2.29M 0.01%
141,712
-19,044
1536
$2.29M 0.01%
48,649
-313
1537
$2.28M 0.01%
19,239
+8,375
1538
$2.28M 0.01%
78,552
+7,083
1539
$2.27M 0.01%
24,002
+6,196
1540
$2.27M 0.01%
378,323
+42,836
1541
$2.27M 0.01%
76,017
-998
1542
$2.26M ﹤0.01%
14,396
-1,549
1543
$2.26M ﹤0.01%
114,686
+89
1544
$2.26M ﹤0.01%
102,358
+6,960
1545
$2.25M ﹤0.01%
9,847
+4,516
1546
$2.25M ﹤0.01%
389,361
+5,834
1547
$2.25M ﹤0.01%
127,507
+40,391
1548
$2.24M ﹤0.01%
316,041
+10,512
1549
$2.24M ﹤0.01%
76,301
+14,137
1550
$2.24M ﹤0.01%
39,054
+11,368
60 61
62
63 64