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
3626
$17.1K ﹤0.01%
+12,605
3627
$17K ﹤0.01%
23,251
3628
$16.4K ﹤0.01%
843
-103
3629
$15.5K ﹤0.01%
1,238
+270
3630
$15.2K ﹤0.01%
19,400
+5,300
3631
$14K ﹤0.01%
625
+40
3632
$13.9K ﹤0.01%
+12,952
3633
$12.5K ﹤0.01%
+166
3634
$12.4K ﹤0.01%
12,536
3635
$12.1K ﹤0.01%
12,972
-1,000
3636
$11.9K ﹤0.01%
29,497
+1,000
3637
$11K ﹤0.01%
964
+243
3638
$10.4K ﹤0.01%
+10,500
3639
$9.37K ﹤0.01%
+14,000
3640
$8.7K ﹤0.01%
285
-33
3641
$8.41K ﹤0.01%
225
+9
3642
$8.28K ﹤0.01%
+10,000
3643
$8.1K ﹤0.01%
446
-6
3644
$7.89K ﹤0.01%
640
-1
3645
$7.14K ﹤0.01%
+1,050
3646
$6.84K ﹤0.01%
20,650
-150
3647
$6.24K ﹤0.01%
17,850
-350
3648
$4.58K ﹤0.01%
458
-24
3649
$3.78K ﹤0.01%
+15,050
3650
$2.87K ﹤0.01%
+104,365
144 145
146
147 148