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
1826
$1.47M ﹤0.01%
10,724
+256
1827
$1.47M ﹤0.01%
18,623
-1,037
1828
$1.47M ﹤0.01%
9,139
+6,811
1829
$1.47M ﹤0.01%
6,145
+669
1830
$1.47M ﹤0.01%
69,872
+7,035
1831
$1.47M ﹤0.01%
28,727
+648
1832
$1.46M ﹤0.01%
27,207
+6,584
1833
$1.46M ﹤0.01%
16,140
-4,177
1834
$1.46M ﹤0.01%
13,322
+804
1835
$1.46M ﹤0.01%
+45,535
1836
$1.45M ﹤0.01%
84,890
+37,886
1837
$1.45M ﹤0.01%
28,004
-16,481
1838
$1.45M ﹤0.01%
32,004
-2,603
1839
$1.45M ﹤0.01%
26,152
-737
1840
$1.45M ﹤0.01%
32,497
+2,795
1841
$1.45M ﹤0.01%
40,277
+3,603
1842
$1.44M ﹤0.01%
8,061
-359
1843
$1.44M ﹤0.01%
41,257
+10,529
1844
$1.44M ﹤0.01%
46,338
+2,419
1845
$1.44M ﹤0.01%
16,420
-9,678
1846
$1.44M ﹤0.01%
47,309
-1,520
1847
$1.43M ﹤0.01%
57,831
+7,302
1848
$1.43M ﹤0.01%
53,858
-701
1849
$1.43M ﹤0.01%
+38,454
1850
$1.43M ﹤0.01%
116,115
-4,662
72 73
74
75 76