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
1751
$1.68M ﹤0.01%
24,425
+117
1752
$1.68M ﹤0.01%
12,458
-1,066
1753
$1.68M ﹤0.01%
57,206
-34,625
1754
$1.68M ﹤0.01%
34,815
-730
1755
$1.67M ﹤0.01%
35,612
+8,774
1756
$1.67M ﹤0.01%
20,996
-1,365
1757
$1.66M ﹤0.01%
16,337
+1,955
1758
$1.66M ﹤0.01%
21,545
+490
1759
$1.66M ﹤0.01%
20,744
-2,769
1760
$1.66M ﹤0.01%
283,406
-69,715
1761
$1.65M ﹤0.01%
21,572
+1,245
1762
$1.65M ﹤0.01%
43,423
+15,877
1763
$1.65M ﹤0.01%
23,657
-4,236
1764
$1.65M ﹤0.01%
39,505
-28,232
1765
$1.64M ﹤0.01%
10,844
-1
1766
$1.64M ﹤0.01%
15,291
-5,890
1767
$1.64M ﹤0.01%
8,426
+927
1768
$1.64M ﹤0.01%
21,346
-1,221
1769
$1.63M ﹤0.01%
6,042
+4,516
1770
$1.63M ﹤0.01%
32,581
-6,197
1771
$1.63M ﹤0.01%
85,843
-84,060
1772
$1.63M ﹤0.01%
34,530
+5,572
1773
$1.63M ﹤0.01%
35,758
+295
1774
$1.62M ﹤0.01%
9,145
-143
1775
$1.61M ﹤0.01%
152,487
-22,089
69 70
71
72 73