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
3601
$33.3K ﹤0.01%
20,428
+1,800
3602
$32.8K ﹤0.01%
22,969
-359
3603
$32.4K ﹤0.01%
2,398
-202
3604
$32.3K ﹤0.01%
4,637
-112
3605
$31.2K ﹤0.01%
18,150
-1,140
3606
$30.4K ﹤0.01%
15,256
+147
3607
$30.2K ﹤0.01%
15,423
+2,480
3608
$29.9K ﹤0.01%
52,714
+2,000
3609
$27.5K ﹤0.01%
15,964
+25
3610
$27.4K ﹤0.01%
18,989
+2,223
3611
$26.5K ﹤0.01%
+11,044
3612
$26.5K ﹤0.01%
24,495
+49
3613
$26K ﹤0.01%
+21,000
3614
$25.8K ﹤0.01%
15,625
+96
3615
$24.8K ﹤0.01%
21,793
-75
3616
$24.4K ﹤0.01%
10,100
-1,100
3617
$24.1K ﹤0.01%
+1,227
3618
$24.1K ﹤0.01%
+10,400
3619
$24.1K ﹤0.01%
8
3620
$23.5K ﹤0.01%
12,980
-401
3621
$22.7K ﹤0.01%
26,690
-1,750
3622
$20.6K ﹤0.01%
2,950
-5
3623
$20.6K ﹤0.01%
23,461
-4,713
3624
$19.2K ﹤0.01%
18,069
3625
$18.4K ﹤0.01%
18,745
+7,495
143 144
145
146 147