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
3576
$54.1K ﹤0.01%
13,290
3577
$53K ﹤0.01%
20,621
3578
$52.4K ﹤0.01%
20,186
+7,000
3579
$50.1K ﹤0.01%
17,760
-711
3580
$48.4K ﹤0.01%
17,099
+801
3581
$46.9K ﹤0.01%
19,146
+6,201
3582
$45.9K ﹤0.01%
18,749
-1,623
3583
$44.5K ﹤0.01%
+10,100
3584
$43.8K ﹤0.01%
16,225
+80
3585
$43.8K ﹤0.01%
+14,166
3586
$43.3K ﹤0.01%
14,119
+350
3587
$43.1K ﹤0.01%
44,472
-3,579
3588
$43K ﹤0.01%
2,004
+212
3589
$40.8K ﹤0.01%
22,200
+10,000
3590
$39.9K ﹤0.01%
18,575
+949
3591
$39.3K ﹤0.01%
10,012
-22,130
3592
$38.8K ﹤0.01%
+11,351
3593
$38.6K ﹤0.01%
31,625
3594
$37.5K ﹤0.01%
24,671
+3,982
3595
$36.1K ﹤0.01%
+13,877
3596
$35.4K ﹤0.01%
258,001
3597
$35.3K ﹤0.01%
10,227
-213
3598
$34.8K ﹤0.01%
+14,375
3599
$34.2K ﹤0.01%
+21,775
3600
$34.1K ﹤0.01%
21,482
+500
142 143
144
145 146