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
3451
$149K ﹤0.01%
19,600
+798
3452
$148K ﹤0.01%
14,527
-16,820
3453
$147K ﹤0.01%
29,257
+939
3454
$146K ﹤0.01%
+12,927
3455
$146K ﹤0.01%
11,071
-282
3456
$143K ﹤0.01%
16,029
-4,928
3457
$143K ﹤0.01%
11,100
+777
3458
$142K ﹤0.01%
+15,464
3459
$142K ﹤0.01%
73,159
-41,840
3460
$141K ﹤0.01%
16,797
-11,137
3461
$140K ﹤0.01%
24,856
-16,396
3462
$139K ﹤0.01%
3,900
3463
$138K ﹤0.01%
22,007
-698
3464
$137K ﹤0.01%
15,358
-645
3465
$137K ﹤0.01%
21,448
+540
3466
$136K ﹤0.01%
11,312
+13
3467
$136K ﹤0.01%
11,341
-168,193
3468
$136K ﹤0.01%
29,402
+3,955
3469
$136K ﹤0.01%
14,849
3470
$135K ﹤0.01%
21,116
-843
3471
$135K ﹤0.01%
+15,467
3472
$135K ﹤0.01%
13,054
+1,799
3473
$133K ﹤0.01%
+12,302
3474
$132K ﹤0.01%
11,797
-2,754
3475
$131K ﹤0.01%
12,284
-1,027
137 138
139
140 141