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
2851
$394K ﹤0.01%
8,546
+860
2852
$394K ﹤0.01%
13,741
+3,931
2853
$394K ﹤0.01%
5,744
-340
2854
$392K ﹤0.01%
5,936
+1,189
2855
$392K ﹤0.01%
33,844
-2,698
2856
$391K ﹤0.01%
23,563
+2,164
2857
$391K ﹤0.01%
7,889
+117
2858
$391K ﹤0.01%
8,851
+1,722
2859
$390K ﹤0.01%
2,145
+561
2860
$390K ﹤0.01%
61,024
-3,417
2861
$390K ﹤0.01%
17,447
+74
2862
$389K ﹤0.01%
13,056
-1,542
2863
$389K ﹤0.01%
+15,256
2864
$389K ﹤0.01%
26,451
+638
2865
$388K ﹤0.01%
15,729
-1,119
2866
$387K ﹤0.01%
10,803
-1,040
2867
$387K ﹤0.01%
10,430
-620
2868
$387K ﹤0.01%
9,738
+69
2869
$386K ﹤0.01%
6,470
+252
2870
$385K ﹤0.01%
2,745
+240
2871
$385K ﹤0.01%
12,001
-1,943
2872
$384K ﹤0.01%
10,851
-101
2873
$384K ﹤0.01%
31,927
+7,752
2874
$384K ﹤0.01%
5,721
+67
2875
$383K ﹤0.01%
11,380
-71,659
113 114
115
116 117