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
1551
$2.23M ﹤0.01%
59,835
-245,887
1552
$2.23M ﹤0.01%
80,848
+10,357
1553
$2.23M ﹤0.01%
46,423
+10,743
1554
$2.23M ﹤0.01%
72,469
-15,288
1555
$2.23M ﹤0.01%
31,551
+3,701
1556
$2.23M ﹤0.01%
70,053
+59,432
1557
$2.23M ﹤0.01%
1,210
+66
1558
$2.23M ﹤0.01%
92,460
+8,480
1559
$2.23M ﹤0.01%
94,818
-37,929
1560
$2.23M ﹤0.01%
37,156
+12,000
1561
$2.22M ﹤0.01%
122,221
-4,017
1562
$2.22M ﹤0.01%
165,630
+41,992
1563
$2.22M ﹤0.01%
70,050
+347
1564
$2.21M ﹤0.01%
77,964
+36,008
1565
$2.21M ﹤0.01%
38,777
-5,684
1566
$2.2M ﹤0.01%
58,080
-503
1567
$2.2M ﹤0.01%
27,904
+1,136
1568
$2.19M ﹤0.01%
30,762
+853
1569
$2.19M ﹤0.01%
4,443
-156
1570
$2.18M ﹤0.01%
33,986
+89
1571
$2.17M ﹤0.01%
17,237
-6,372
1572
$2.17M ﹤0.01%
+81,398
1573
$2.17M ﹤0.01%
193,478
-16,903
1574
$2.17M ﹤0.01%
24,048
-4,465
1575
$2.16M ﹤0.01%
170,331
+82,600
61 62
63
64 65