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
2876
$381K ﹤0.01%
28,145
-263
2877
$380K ﹤0.01%
9,395
+4,762
2878
$380K ﹤0.01%
704
+11
2879
$379K ﹤0.01%
36,874
-177,477
2880
$378K ﹤0.01%
10,902
-1,424
2881
$378K ﹤0.01%
+9,376
2882
$378K ﹤0.01%
11,872
-69
2883
$377K ﹤0.01%
+6,911
2884
$376K ﹤0.01%
9,632
-3,493
2885
$375K ﹤0.01%
18,505
+3,473
2886
$373K ﹤0.01%
10,800
-699
2887
$372K ﹤0.01%
42,101
+5,632
2888
$372K ﹤0.01%
13,207
-100,355
2889
$372K ﹤0.01%
3,976
-66
2890
$370K ﹤0.01%
8,347
-419
2891
$370K ﹤0.01%
7,008
+399
2892
$369K ﹤0.01%
28,313
-1,221
2893
$369K ﹤0.01%
15,310
+519
2894
$369K ﹤0.01%
16,948
+1,492
2895
$369K ﹤0.01%
17,936
-4,731
2896
$368K ﹤0.01%
6,197
+1,529
2897
$367K ﹤0.01%
15,989
-2,480
2898
$367K ﹤0.01%
21,914
-27,247
2899
$367K ﹤0.01%
251,167
+7,741
2900
$366K ﹤0.01%
2,813
-874
114 115
116
117 118