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
1776
$1.61M ﹤0.01%
72,964
+9,917
1777
$1.61M ﹤0.01%
39,554
-2,639
1778
$1.61M ﹤0.01%
77,937
+4,789
1779
$1.61M ﹤0.01%
20,353
+26
1780
$1.6M ﹤0.01%
40,176
-2,952
1781
$1.6M ﹤0.01%
15,517
+7,617
1782
$1.6M ﹤0.01%
40,586
-5,449
1783
$1.6M ﹤0.01%
56,428
+2,464
1784
$1.6M ﹤0.01%
31,435
-3,084
1785
$1.59M ﹤0.01%
8,045
+222
1786
$1.58M ﹤0.01%
7,762
-251
1787
$1.58M ﹤0.01%
35,685
-5,647
1788
$1.58M ﹤0.01%
65,129
+7,788
1789
$1.57M ﹤0.01%
34,855
-244
1790
$1.57M ﹤0.01%
16,393
-417
1791
$1.57M ﹤0.01%
54,986
+22,356
1792
$1.57M ﹤0.01%
97,514
+34,240
1793
$1.57M ﹤0.01%
44,431
+7,628
1794
$1.56M ﹤0.01%
17,379
+3,497
1795
$1.55M ﹤0.01%
34,398
-824
1796
$1.55M ﹤0.01%
6,453
-143
1797
$1.54M ﹤0.01%
35,677
+8,151
1798
$1.54M ﹤0.01%
730,972
-268,811
1799
$1.54M ﹤0.01%
1,982,500
-31,400
1800
$1.53M ﹤0.01%
116,709
+8,922
70 71
72
73 74