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
2926
$355K ﹤0.01%
78,777
+16,167
2927
$355K ﹤0.01%
11,099
-280
2928
$354K ﹤0.01%
11,363
-653
2929
$354K ﹤0.01%
29,357
-55,009
2930
$353K ﹤0.01%
4,153
-94
2931
$353K ﹤0.01%
124,219
+7,178
2932
$353K ﹤0.01%
6,207
-1,106
2933
$352K ﹤0.01%
38,679
-9,999
2934
$352K ﹤0.01%
5,691
+266
2935
$351K ﹤0.01%
52,665
+18,155
2936
$351K ﹤0.01%
1,213
-66
2937
$351K ﹤0.01%
13,639
+638
2938
$350K ﹤0.01%
8,431
+1,591
2939
$349K ﹤0.01%
75,406
+4,380
2940
$349K ﹤0.01%
+11,313
2941
$349K ﹤0.01%
23,100
+1,074
2942
$348K ﹤0.01%
2,975
+56
2943
$348K ﹤0.01%
+9,561
2944
$348K ﹤0.01%
10,787
-1,380
2945
$347K ﹤0.01%
12,477
+2,432
2946
$346K ﹤0.01%
7,137
-4,281
2947
$346K ﹤0.01%
5,664
+82
2948
$345K ﹤0.01%
9,221
-1,420
2949
$345K ﹤0.01%
4,335
+265
2950
$345K ﹤0.01%
30,844
116 117
118
119 120