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
1601
$2.08M ﹤0.01%
76,333
+5,393
1602
$2.08M ﹤0.01%
36,086
+1,815
1603
$2.07M ﹤0.01%
7,204
+266
1604
$2.07M ﹤0.01%
34,862
-1,270
1605
$2.07M ﹤0.01%
+79,308
1606
$2.06M ﹤0.01%
53,378
+5,673
1607
$2.06M ﹤0.01%
39,234
-2,504
1608
$2.06M ﹤0.01%
188,110
-183
1609
$2.06M ﹤0.01%
5,254
-62
1610
$2.06M ﹤0.01%
63,949
+3,853
1611
$2.05M ﹤0.01%
51,152
+10,447
1612
$2.04M ﹤0.01%
9,840
+689
1613
$2.04M ﹤0.01%
26,496
+924
1614
$2.04M ﹤0.01%
28,533
-3,060
1615
$2.04M ﹤0.01%
66,998
+26,590
1616
$2.03M ﹤0.01%
123,969
-7,719
1617
$2.03M ﹤0.01%
21,843
+15,595
1618
$2.03M ﹤0.01%
56,438
-151,207
1619
$2.03M ﹤0.01%
148,803
-9,580
1620
$2.03M ﹤0.01%
160,534
+26,013
1621
$2.03M ﹤0.01%
77,146
-1,840
1622
$2.03M ﹤0.01%
11,971
+422
1623
$2.02M ﹤0.01%
18,573
-995
1624
$2.02M ﹤0.01%
41,610
-11,125
1625
$2.01M ﹤0.01%
+83,647
63 64
65
66 67