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
3351
$208K ﹤0.01%
4,529
-911
3352
$208K ﹤0.01%
+11,194
3353
$208K ﹤0.01%
+4,337
3354
$208K ﹤0.01%
76,315
-17,655
3355
$207K ﹤0.01%
1,188
+12
3356
$207K ﹤0.01%
7,369
-21,278
3357
$206K ﹤0.01%
3,866
-801
3358
$206K ﹤0.01%
+5,047
3359
$206K ﹤0.01%
15,669
-77
3360
$205K ﹤0.01%
+8,054
3361
$205K ﹤0.01%
14,486
-66,961
3362
$205K ﹤0.01%
9,497
-865
3363
$204K ﹤0.01%
29,380
-3,023
3364
$204K ﹤0.01%
+3,106
3365
$204K ﹤0.01%
2,445
-2,180
3366
$204K ﹤0.01%
+10,889
3367
$204K ﹤0.01%
7,998
-269
3368
$204K ﹤0.01%
+5,264
3369
$204K ﹤0.01%
+6,584
3370
$204K ﹤0.01%
6,388
-155
3371
$203K ﹤0.01%
119,499
+89,139
3372
$202K ﹤0.01%
4,963
-655
3373
$202K ﹤0.01%
2,835
-5,535
3374
$202K ﹤0.01%
38,509
3375
$202K ﹤0.01%
6,787
-174
133 134
135
136 137