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
1701
$1.78M ﹤0.01%
18,070
-25
1702
$1.78M ﹤0.01%
73,234
+44,545
1703
$1.78M ﹤0.01%
231,350
-2,859
1704
$1.78M ﹤0.01%
60,168
-12,844
1705
$1.78M ﹤0.01%
41,293
-14,385
1706
$1.78M ﹤0.01%
24,377
+1,997
1707
$1.78M ﹤0.01%
78,847
+4,295
1708
$1.78M ﹤0.01%
8,941
-1,484
1709
$1.77M ﹤0.01%
105,340
-43,056
1710
$1.77M ﹤0.01%
122,240
-8,381
1711
$1.77M ﹤0.01%
45,969
-5,592
1712
$1.77M ﹤0.01%
36,131
+289
1713
$1.77M ﹤0.01%
45,651
+2,163
1714
$1.76M ﹤0.01%
19,550
+410
1715
$1.76M ﹤0.01%
3,250
+477
1716
$1.75M ﹤0.01%
32,683
+1,782
1717
$1.75M ﹤0.01%
21,410
+1,062
1718
$1.75M ﹤0.01%
+31,504
1719
$1.75M ﹤0.01%
202,126
-5,370
1720
$1.75M ﹤0.01%
88,393
+1,029
1721
$1.75M ﹤0.01%
15,123
+2,594
1722
$1.74M ﹤0.01%
4,554
+401
1723
$1.74M ﹤0.01%
24,172
+8,365
1724
$1.74M ﹤0.01%
23,846
-6,228
1725
$1.74M ﹤0.01%
46,188
-3,294
67 68
69
70 71