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
3401
$187K ﹤0.01%
16,096
-20
3402
$186K ﹤0.01%
34,756
+3,890
3403
$186K ﹤0.01%
+11,160
3404
$186K ﹤0.01%
10,505
-1,309
3405
$186K ﹤0.01%
+11,784
3406
$184K ﹤0.01%
15,927
-7,982
3407
$184K ﹤0.01%
60,575
-326
3408
$182K ﹤0.01%
13,525
-3,400
3409
$182K ﹤0.01%
25,673
+5,512
3410
$182K ﹤0.01%
20,033
+3,031
3411
$182K ﹤0.01%
+14,134
3412
$181K ﹤0.01%
+17,046
3413
$181K ﹤0.01%
18,313
-905
3414
$180K ﹤0.01%
+10,221
3415
$180K ﹤0.01%
21,974
+85
3416
$180K ﹤0.01%
17,023
-27
3417
$180K ﹤0.01%
29,697
-1,942
3418
$178K ﹤0.01%
29,200
-42,843
3419
$175K ﹤0.01%
95,858
+82,010
3420
$175K ﹤0.01%
37,381
-2,385
3421
$172K ﹤0.01%
15,765
+83
3422
$171K ﹤0.01%
13,556
+5
3423
$168K ﹤0.01%
24,900
-28,000
3424
$167K ﹤0.01%
13,928
-105
3425
$167K ﹤0.01%
2,636
-125
135 136
137
138 139