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
1801
$1.53M ﹤0.01%
11,644
-1,368
1802
$1.52M ﹤0.01%
284,742
-18,078
1803
$1.52M ﹤0.01%
40,211
+9,375
1804
$1.52M ﹤0.01%
+60,687
1805
$1.51M ﹤0.01%
194,408
+25,131
1806
$1.51M ﹤0.01%
43,136
-30,400
1807
$1.51M ﹤0.01%
1,704
-75
1808
$1.5M ﹤0.01%
21,885
+630
1809
$1.5M ﹤0.01%
52,296
-20,449
1810
$1.5M ﹤0.01%
88,672
-3,231
1811
$1.5M ﹤0.01%
18,151
+7,492
1812
$1.5M ﹤0.01%
+49,190
1813
$1.5M ﹤0.01%
15,613
+148
1814
$1.5M ﹤0.01%
29,786
+4,284
1815
$1.49M ﹤0.01%
47,119
+5,723
1816
$1.49M ﹤0.01%
85,027
+1,037
1817
$1.49M ﹤0.01%
29,109
+831
1818
$1.49M ﹤0.01%
11,147
+298
1819
$1.49M ﹤0.01%
57,942
1820
$1.49M ﹤0.01%
56,578
-1,228
1821
$1.48M ﹤0.01%
989
-6
1822
$1.48M ﹤0.01%
28,797
+1,997
1823
$1.48M ﹤0.01%
13,658
+859
1824
$1.48M ﹤0.01%
4,570
-729
1825
$1.48M ﹤0.01%
15,271
-3,830
71 72
73
74 75