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
3551
$73.5K ﹤0.01%
15,712
-12,713
3552
$71.1K ﹤0.01%
44,435
-1,754
3553
$70.3K ﹤0.01%
10,030
-780
3554
$70.2K ﹤0.01%
28,290
+14,427
3555
$70.1K ﹤0.01%
46,143
-13,400
3556
$69.4K ﹤0.01%
27,161
-351
3557
$68.7K ﹤0.01%
+10,794
3558
$66.7K ﹤0.01%
18,179
-23,405
3559
$66.1K ﹤0.01%
+12,592
3560
$65.1K ﹤0.01%
18,182
-1,013
3561
$64.9K ﹤0.01%
10,816
-17
3562
$64.2K ﹤0.01%
11,361
-7,252
3563
$61.4K ﹤0.01%
10,593
-937
3564
$61.4K ﹤0.01%
13,486
+235
3565
$60.5K ﹤0.01%
17,845
-13,547
3566
$59.5K ﹤0.01%
18,257
-441
3567
$59.1K ﹤0.01%
26,370
-1,346
3568
$58.3K ﹤0.01%
11,824
+295
3569
$58.3K ﹤0.01%
12,558
-17,832
3570
$58K ﹤0.01%
7,549
-688
3571
$57.9K ﹤0.01%
13,252
-10,999
3572
$57.9K ﹤0.01%
13,988
+1,538
3573
$56.3K ﹤0.01%
14,066
+4,023
3574
$54.5K ﹤0.01%
+12,307
3575
$54.3K ﹤0.01%
33,910
+560
141 142
143
144 145