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
3526
$96.6K ﹤0.01%
44,108
-2,754
3527
$95.3K ﹤0.01%
18,192
+1,340
3528
$94.9K ﹤0.01%
25,860
-2,250
3529
$94.6K ﹤0.01%
+37,235
3530
$94.5K ﹤0.01%
30,539
+10,939
3531
$92.7K ﹤0.01%
10,118
-364
3532
$92.6K ﹤0.01%
20,034
-253
3533
$92.5K ﹤0.01%
11,619
-150
3534
$91.9K ﹤0.01%
17,638
3535
$91.9K ﹤0.01%
23,315
+3,155
3536
$91.9K ﹤0.01%
61,645
-1,300
3537
$90K ﹤0.01%
19,232
+7,232
3538
$88.6K ﹤0.01%
18,541
-13,510
3539
$87.9K ﹤0.01%
11,515
-4,193
3540
$87.5K ﹤0.01%
27,605
+517
3541
$87.1K ﹤0.01%
14,087
-556
3542
$86K ﹤0.01%
100,052
+78,818
3543
$85K ﹤0.01%
+13,972
3544
$80.3K ﹤0.01%
13,083
+51
3545
$80K ﹤0.01%
12,635
-7,848
3546
$78.9K ﹤0.01%
10,908
-918
3547
$78.3K ﹤0.01%
55,142
-11,310
3548
$77.8K ﹤0.01%
19,592
+5,465
3549
$76K ﹤0.01%
25,577
-1,519
3550
$73.9K ﹤0.01%
12,541
-1,375
140 141
142
143 144