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
3426
$166K ﹤0.01%
15,617
-44
3427
$165K ﹤0.01%
+13,224
3428
$164K ﹤0.01%
38,448
-1,564
3429
$164K ﹤0.01%
91,950
-6,500
3430
$163K ﹤0.01%
17,984
-4,535
3431
$163K ﹤0.01%
30,500
-9,754
3432
$163K ﹤0.01%
29,233
+5,961
3433
$162K ﹤0.01%
4,786
-20,184
3434
$162K ﹤0.01%
16,294
-73
3435
$162K ﹤0.01%
+19,602
3436
$161K ﹤0.01%
+12,967
3437
$160K ﹤0.01%
23,150
-64
3438
$160K ﹤0.01%
14,774
+1,003
3439
$160K ﹤0.01%
+18,397
3440
$160K ﹤0.01%
+20,517
3441
$159K ﹤0.01%
19,624
+4,722
3442
$158K ﹤0.01%
+10,301
3443
$157K ﹤0.01%
+14,254
3444
$157K ﹤0.01%
11,067
-175
3445
$155K ﹤0.01%
12,322
-1,000
3446
$153K ﹤0.01%
+19,706
3447
$152K ﹤0.01%
11,909
+55
3448
$151K ﹤0.01%
24,151
+1,364
3449
$151K ﹤0.01%
28,757
+16,932
3450
$150K ﹤0.01%
15,598
-1,063
136 137
138
139 140