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
2026
$1.15M ﹤0.01%
12,675
-342
2027
$1.15M ﹤0.01%
18,535
+444
2028
$1.14M ﹤0.01%
28,101
+801
2029
$1.14M ﹤0.01%
23,462
-2,897
2030
$1.14M ﹤0.01%
17,807
-700
2031
$1.14M ﹤0.01%
13,382
+8,204
2032
$1.14M ﹤0.01%
87,716
+7,066
2033
$1.13M ﹤0.01%
21,991
+12,869
2034
$1.13M ﹤0.01%
40,331
-8,195
2035
$1.13M ﹤0.01%
25,372
-1,505
2036
$1.13M ﹤0.01%
29,084
-343
2037
$1.13M ﹤0.01%
74,751
+373
2038
$1.13M ﹤0.01%
49,902
+7,667
2039
$1.13M ﹤0.01%
6,114
-351
2040
$1.13M ﹤0.01%
26,060
+95
2041
$1.12M ﹤0.01%
51,029
-414
2042
$1.12M ﹤0.01%
38,540
-966
2043
$1.12M ﹤0.01%
7,114
-166
2044
$1.12M ﹤0.01%
70,541
-56,715
2045
$1.12M ﹤0.01%
55,927
+13,774
2046
$1.12M ﹤0.01%
53,052
+8,690
2047
$1.12M ﹤0.01%
15,990
+3,637
2048
$1.11M ﹤0.01%
37,049
+1,018
2049
$1.11M ﹤0.01%
32,010
+24,931
2050
$1.11M ﹤0.01%
39,340
+2,140
80 81
82
83 84