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
176
$52M 0.11%
1,018,334
+16,578
177
$51M 0.11%
603,058
+27,849
178
$50.8M 0.11%
269,368
+19,554
179
$50.7M 0.11%
232,078
+10,579
180
$50.3M 0.11%
371,162
-9,063
181
$49.7M 0.11%
430,843
-4,357
182
$49.3M 0.11%
118,063
-4,314
183
$48.8M 0.11%
916,714
-62,186
184
$48.8M 0.11%
268,060
+7,928
185
$48.7M 0.11%
369,413
+3,623
186
$48.7M 0.11%
984,682
+44,457
187
$48.6M 0.11%
240,313
+5,899
188
$48.5M 0.11%
441,359
+79,684
189
$47.9M 0.1%
496,180
+828
190
$47.6M 0.1%
147,947
+12,418
191
$47.5M 0.1%
143,341
-2,189
192
$47.3M 0.1%
491,470
+1,161
193
$47.2M 0.1%
896,490
+231,115
194
$47M 0.1%
482,077
+42,473
195
$46.9M 0.1%
520,472
-8,039
196
$46.8M 0.1%
398,631
-139
197
$46.7M 0.1%
857,407
-3,347
198
$46.6M 0.1%
762,535
+574,536
199
$45.6M 0.1%
578,599
-25,922
200
$45.5M 0.1%
1,089,157
+29,715
6 7
8
9 10