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
2701
$467K ﹤0.01%
6,408
+642
2702
$467K ﹤0.01%
+11,122
2703
$466K ﹤0.01%
5,413
-1,153
2704
$466K ﹤0.01%
4,344
+297
2705
$466K ﹤0.01%
7,464
+275
2706
$466K ﹤0.01%
39,671
+3,791
2707
$464K ﹤0.01%
15,756
-1,201
2708
$463K ﹤0.01%
12,829
+1,559
2709
$462K ﹤0.01%
33,975
+1,456
2710
$461K ﹤0.01%
17,171
+1,262
2711
$461K ﹤0.01%
29,288
-40
2712
$461K ﹤0.01%
9,413
+183
2713
$459K ﹤0.01%
20,115
+1,590
2714
$459K ﹤0.01%
62,638
+150
2715
$458K ﹤0.01%
20,737
2716
$458K ﹤0.01%
8,225
+244
2717
$456K ﹤0.01%
32,887
+1,610
2718
$456K ﹤0.01%
12,973
-106
2719
$455K ﹤0.01%
10,905
+956
2720
$455K ﹤0.01%
5,382
-212
2721
$455K ﹤0.01%
32,823
+3,183
2722
$455K ﹤0.01%
6,550
2723
$454K ﹤0.01%
11,910
+2,515
2724
$454K ﹤0.01%
+10,124
2725
$453K ﹤0.01%
10,470
-48
107 108
109
110 111