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
1726
$1.73M ﹤0.01%
15,308
+3,691
1727
$1.73M ﹤0.01%
59,296
-2,018
1728
$1.73M ﹤0.01%
10,486
-929
1729
$1.73M ﹤0.01%
8,664
-26
1730
$1.73M ﹤0.01%
81,286
-836
1731
$1.73M ﹤0.01%
88,298
+336
1732
$1.73M ﹤0.01%
942,754
+19,039
1733
$1.72M ﹤0.01%
40,036
+6,971
1734
$1.72M ﹤0.01%
33,791
+2,342
1735
$1.72M ﹤0.01%
33,537
+7,266
1736
$1.71M ﹤0.01%
83,436
-965
1737
$1.71M ﹤0.01%
19,261
+5,854
1738
$1.71M ﹤0.01%
67,514
-2,204
1739
$1.71M ﹤0.01%
36,156
-3,015
1740
$1.71M ﹤0.01%
27,347
+2,780
1741
$1.7M ﹤0.01%
29,253
+989
1742
$1.7M ﹤0.01%
207,174
+23,496
1743
$1.7M ﹤0.01%
45,306
+172
1744
$1.7M ﹤0.01%
55,916
+8,797
1745
$1.7M ﹤0.01%
15,633
+2,712
1746
$1.7M ﹤0.01%
10,625
-494
1747
$1.69M ﹤0.01%
150,375
-31,284
1748
$1.69M ﹤0.01%
51,182
-723
1749
$1.69M ﹤0.01%
72,085
+20,830
1750
$1.69M ﹤0.01%
60,972
+2,734
68 69
70
71 72