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
1676
$1.85M ﹤0.01%
102,563
-73,082
1677
$1.85M ﹤0.01%
61,032
-1,287
1678
$1.84M ﹤0.01%
42,500
-6,512
1679
$1.84M ﹤0.01%
+107,279
1680
$1.84M ﹤0.01%
20,691
+89
1681
$1.84M ﹤0.01%
169,446
+15,431
1682
$1.84M ﹤0.01%
41,911
-10,657
1683
$1.83M ﹤0.01%
70,316
-20,831
1684
$1.83M ﹤0.01%
25,775
-6,926
1685
$1.83M ﹤0.01%
19,692
+1,058
1686
$1.83M ﹤0.01%
36,214
+7,226
1687
$1.82M ﹤0.01%
45,461
+687
1688
$1.82M ﹤0.01%
71,599
-3,976
1689
$1.82M ﹤0.01%
14,321
-2,490
1690
$1.81M ﹤0.01%
67,386
+6,372
1691
$1.81M ﹤0.01%
43,919
-5,157
1692
$1.81M ﹤0.01%
138,613
+5,761
1693
$1.81M ﹤0.01%
28,593
-520
1694
$1.81M ﹤0.01%
15,753
+6,249
1695
$1.8M ﹤0.01%
90,530
+4,951
1696
$1.8M ﹤0.01%
134,571
+121,828
1697
$1.8M ﹤0.01%
39,267
+1,567
1698
$1.79M ﹤0.01%
+61,104
1699
$1.79M ﹤0.01%
2,973
+1,391
1700
$1.79M ﹤0.01%
70,223
+1,338
66 67
68
69 70