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
2826
$409K ﹤0.01%
5,117
+2,464
2827
$409K ﹤0.01%
8,007
2828
$408K ﹤0.01%
+10,222
2829
$408K ﹤0.01%
+49,164
2830
$408K ﹤0.01%
12,882
-10,259
2831
$408K ﹤0.01%
+16,322
2832
$407K ﹤0.01%
14,183
2833
$407K ﹤0.01%
2,305
+296
2834
$403K ﹤0.01%
12,572
-9,691
2835
$403K ﹤0.01%
16,956
-4,719
2836
$402K ﹤0.01%
15,147
-688
2837
$402K ﹤0.01%
2,267
+72
2838
$402K ﹤0.01%
+15,908
2839
$401K ﹤0.01%
1,788
-469
2840
$401K ﹤0.01%
+16,442
2841
$401K ﹤0.01%
8,296
-589
2842
$401K ﹤0.01%
78,568
-4,751
2843
$400K ﹤0.01%
21,410
-1,590
2844
$399K ﹤0.01%
3,878
+123
2845
$399K ﹤0.01%
+7,804
2846
$398K ﹤0.01%
70,628
-2,016
2847
$396K ﹤0.01%
10,094
+836
2848
$396K ﹤0.01%
1,231
-89
2849
$396K ﹤0.01%
16,265
-18
2850
$394K ﹤0.01%
5,461
-709
112 113
114
115 116