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
3301
$224K ﹤0.01%
5,818
-351
3302
$223K ﹤0.01%
+6,066
3303
$223K ﹤0.01%
24,711
-5,217
3304
$223K ﹤0.01%
20,087
+1,953
3305
$222K ﹤0.01%
+2,041
3306
$222K ﹤0.01%
+8,058
3307
$222K ﹤0.01%
21,482
-27,813
3308
$222K ﹤0.01%
7,010
+44
3309
$221K ﹤0.01%
5,034
-45
3310
$221K ﹤0.01%
2,690
-7,132
3311
$220K ﹤0.01%
27,914
-1,695
3312
$220K ﹤0.01%
+9,267
3313
$219K ﹤0.01%
33,418
-8,675
3314
$219K ﹤0.01%
26,841
+982
3315
$219K ﹤0.01%
55,781
+7,537
3316
$219K ﹤0.01%
+4,351
3317
$219K ﹤0.01%
4,644
-467
3318
$218K ﹤0.01%
5,053
-2,858
3319
$218K ﹤0.01%
14,241
-564
3320
$218K ﹤0.01%
+8,698
3321
$218K ﹤0.01%
+4,360
3322
$218K ﹤0.01%
+7,800
3323
$217K ﹤0.01%
+2,831
3324
$217K ﹤0.01%
20,895
+8,799
3325
$216K ﹤0.01%
16,037
-3,143
131 132
133
134 135