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
3376
$201K ﹤0.01%
+6,273
3377
$200K ﹤0.01%
3,803
-361
3378
$200K ﹤0.01%
4,422
-3,045
3379
$200K ﹤0.01%
15,953
+2,258
3380
$199K ﹤0.01%
+14,473
3381
$199K ﹤0.01%
21,179
+906
3382
$199K ﹤0.01%
40,403
+1,891
3383
$198K ﹤0.01%
13,529
-54,473
3384
$196K ﹤0.01%
76,944
+1,000
3385
$194K ﹤0.01%
11,057
-410
3386
$194K ﹤0.01%
23,227
-7,401
3387
$193K ﹤0.01%
36,000
+5,750
3388
$193K ﹤0.01%
+10,403
3389
$193K ﹤0.01%
42,242
-13,496
3390
$192K ﹤0.01%
46,017
+17,898
3391
$192K ﹤0.01%
10,401
-31,200
3392
$192K ﹤0.01%
21,708
+114
3393
$192K ﹤0.01%
14,830
+257
3394
$192K ﹤0.01%
11,912
3395
$191K ﹤0.01%
19,140
+211
3396
$188K ﹤0.01%
37,577
+1,064
3397
$188K ﹤0.01%
13,907
+305
3398
$187K ﹤0.01%
16,763
-1,175
3399
$187K ﹤0.01%
6,825
-11,995
3400
$187K ﹤0.01%
14,158
+571
134 135
136
137 138