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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
3801
– –
-6,037
3802
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-14,038
3803
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-19,137
3804
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-71,233
3805
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-13,398
3806
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-9,244
3807
– –
-10,290
3808
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-18,213
3809
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-11,484
3810
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-53,606
3811
– –
-11,064
3812
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-4,843
3813
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-20,890
3814
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-10,844
3815
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-14,119
3816
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-10,629
3817
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-10,173
3818
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-6,114
3819
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-136,313
3820
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-15,601
3821
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-8,376
3822
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3823
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-10,450
3824
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-23,832
3825
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-14,122
151 152
153
154 155