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
1576
$2.16M ﹤0.01%
5,546
-762
1577
$2.16M ﹤0.01%
286,312
-178,178
1578
$2.16M ﹤0.01%
84,771
+19,119
1579
$2.16M ﹤0.01%
29,939
-298
1580
$2.16M ﹤0.01%
116,416
+40,596
1581
$2.16M ﹤0.01%
32,215
+7,199
1582
$2.15M ﹤0.01%
502,967
+15,271
1583
$2.15M ﹤0.01%
77,864
-13,371
1584
$2.15M ﹤0.01%
229,756
+104,764
1585
$2.14M ﹤0.01%
4,025
-681
1586
$2.13M ﹤0.01%
36,549
-878
1587
$2.12M ﹤0.01%
46,681
-285
1588
$2.12M ﹤0.01%
55,617
-2,087
1589
$2.12M ﹤0.01%
9,356
-3,537
1590
$2.12M ﹤0.01%
62,509
+601
1591
$2.12M ﹤0.01%
33,285
+2,970
1592
$2.11M ﹤0.01%
67,107
+4,302
1593
$2.1M ﹤0.01%
42,131
-779
1594
$2.1M ﹤0.01%
78,717
-65,957
1595
$2.09M ﹤0.01%
318,393
-11,088
1596
$2.09M ﹤0.01%
19,038
-10,554
1597
$2.08M ﹤0.01%
56,521
+1,030
1598
$2.08M ﹤0.01%
221,537
+14,883
1599
$2.08M ﹤0.01%
60,915
-1,595
1600
$2.08M ﹤0.01%
30,254
+2,621
62 63
64
65 66