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Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
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
+$164M
2
+$88.1M
3
+$83.9M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$72.5M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$36.9M

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
+$58.9M

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
3651
$2.8K ﹤0.01%
112,910
-6,000
3652
$1.8K ﹤0.01%
423
-53
3653
$1.57K ﹤0.01%
17,547
-1,087
3654
$838 ﹤0.01%
16,500
3655
$183 ﹤0.01%
+16,641
3656
– –
-12,607
3657
– –
-44,779
3658
– –
-23,666
3659
– –
-16,541
3660
– –
-24,807
3661
– –
-11,880
3662
– –
-24,235
3663
– –
-11,214
3664
– –
-2
3665
– –
-10,336
3666
– –
-11,779
3667
– –
-18,000
3668
– –
-48,543
3669
– –
-19,612
3670
– –
-21,460
3671
– –
-9,726
3672
– –
-50,300
3673
– –
-36,623
3674
– –
-15,808
3675
– –
-1,738
145 146
147
148 149