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
3276
$233K ﹤0.01%
7,618
+75
3277
$233K ﹤0.01%
8,773
3278
$233K ﹤0.01%
8,511
+576
3279
$232K ﹤0.01%
+2,903
3280
$231K ﹤0.01%
6,179
-339
3281
$231K ﹤0.01%
61,958
+17,677
3282
$231K ﹤0.01%
15,284
-1,650
3283
$231K ﹤0.01%
+3,579
3284
$230K ﹤0.01%
+13,461
3285
$229K ﹤0.01%
3,949
-5
3286
$229K ﹤0.01%
+2,469
3287
$229K ﹤0.01%
+3,198
3288
$229K ﹤0.01%
+4,560
3289
$228K ﹤0.01%
+5,530
3290
$228K ﹤0.01%
3,594
+236
3291
$227K ﹤0.01%
+8,416
3292
$227K ﹤0.01%
2,610
+209
3293
$227K ﹤0.01%
4,003
+327
3294
$227K ﹤0.01%
+11,306
3295
$226K ﹤0.01%
8,276
+346
3296
$225K ﹤0.01%
11,618
-2,364
3297
$225K ﹤0.01%
13,101
+740
3298
$224K ﹤0.01%
29,885
3299
$224K ﹤0.01%
12,156
+1,154
3300
$224K ﹤0.01%
+8,864
130 131
132
133 134