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
1651
$1.91M ﹤0.01%
38,010
+12,709
1652
$1.9M ﹤0.01%
6,916
+406
1653
$1.9M ﹤0.01%
9,823
+3,428
1654
$1.9M ﹤0.01%
134,839
+8,514
1655
$1.9M ﹤0.01%
48,269
-101,294
1656
$1.9M ﹤0.01%
53,532
-352
1657
$1.9M ﹤0.01%
15,327
-24,017
1658
$1.89M ﹤0.01%
91,143
+6,227
1659
$1.89M ﹤0.01%
12,220
-13,352
1660
$1.89M ﹤0.01%
36,614
-2,921
1661
$1.89M ﹤0.01%
83,920
+12,181
1662
$1.89M ﹤0.01%
81,472
-28,211
1663
$1.89M ﹤0.01%
32,418
+11
1664
$1.88M ﹤0.01%
24,991
+7,984
1665
$1.88M ﹤0.01%
59,201
+33,819
1666
$1.88M ﹤0.01%
19,564
-9,180
1667
$1.87M ﹤0.01%
52,114
-1,879
1668
$1.87M ﹤0.01%
145,221
+22,128
1669
$1.86M ﹤0.01%
55,016
+3,734
1670
$1.86M ﹤0.01%
75,792
+10,460
1671
$1.86M ﹤0.01%
12,842
-231
1672
$1.86M ﹤0.01%
21,047
-2,773
1673
$1.86M ﹤0.01%
6,426
-2,964
1674
$1.86M ﹤0.01%
43,619
+9,705
1675
$1.85M ﹤0.01%
60,011
-1,836
65 66
67
68 69