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
1626
$2.01M ﹤0.01%
15,522
-2,998
1627
$2.01M ﹤0.01%
92,169
+3,515
1628
$2.01M ﹤0.01%
105,713
+13,705
1629
$2.01M ﹤0.01%
160,548
+45,354
1630
$2.01M ﹤0.01%
24,622
+4,375
1631
$2.01M ﹤0.01%
79,549
+5,271
1632
$2M ﹤0.01%
56,589
-1,868
1633
$2M ﹤0.01%
60,408
+15,250
1634
$2M ﹤0.01%
+97,649
1635
$2M ﹤0.01%
85,452
+54,622
1636
$1.99M ﹤0.01%
10,103
+134
1637
$1.98M ﹤0.01%
33,479
-58
1638
$1.98M ﹤0.01%
115,010
-9,482
1639
$1.98M ﹤0.01%
226,586
-10,346
1640
$1.97M ﹤0.01%
135,464
+15,379
1641
$1.97M ﹤0.01%
60,747
-8,375
1642
$1.97M ﹤0.01%
41,371
-2,498
1643
$1.96M ﹤0.01%
22,924
-173
1644
$1.96M ﹤0.01%
60,882
+26,170
1645
$1.96M ﹤0.01%
13,726
+1,979
1646
$1.96M ﹤0.01%
97,484
-3,032
1647
$1.94M ﹤0.01%
171,924
+32,859
1648
$1.93M ﹤0.01%
9,708
-237
1649
$1.93M ﹤0.01%
27,487
+2,041
1650
$1.91M ﹤0.01%
77,976
+2,383
64 65
66
67 68