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
3101
$286K ﹤0.01%
32,182
-11,871
3102
$285K ﹤0.01%
13,590
+1,164
3103
$285K ﹤0.01%
+2,719
3104
$285K ﹤0.01%
1,210
-631
3105
$285K ﹤0.01%
12,547
-15
3106
$285K ﹤0.01%
17,081
+1,104
3107
$285K ﹤0.01%
+8,592
3108
$285K ﹤0.01%
+4,215
3109
$284K ﹤0.01%
12,332
-327
3110
$284K ﹤0.01%
10,097
3111
$284K ﹤0.01%
10,640
3112
$284K ﹤0.01%
3,293
-3,775
3113
$284K ﹤0.01%
1,645
+11
3114
$284K ﹤0.01%
35,441
+2,116
3115
$283K ﹤0.01%
16,938
+1,013
3116
$283K ﹤0.01%
2,007
-73
3117
$283K ﹤0.01%
10,783
-17,560
3118
$282K ﹤0.01%
11,475
-759
3119
$282K ﹤0.01%
22,733
+3,070
3120
$281K ﹤0.01%
7,633
-5,473
3121
$281K ﹤0.01%
11,508
+2,685
3122
$280K ﹤0.01%
+9,850
3123
$280K ﹤0.01%
1,294
-123
3124
$280K ﹤0.01%
7,700
-94
3125
$280K ﹤0.01%
5,755
123 124
125
126 127