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
1851
$1.43M ﹤0.01%
31,765
-2,422
1852
$1.43M ﹤0.01%
40,212
-5,416
1853
$1.42M ﹤0.01%
42,217
-1,793
1854
$1.42M ﹤0.01%
93,340
+2,884
1855
$1.42M ﹤0.01%
67,694
+15,402
1856
$1.41M ﹤0.01%
3,929
-214
1857
$1.41M ﹤0.01%
10,335
+4,075
1858
$1.41M ﹤0.01%
85,335
-16,793
1859
$1.41M ﹤0.01%
18,190
-1,528
1860
$1.41M ﹤0.01%
+44,489
1861
$1.41M ﹤0.01%
13,947
+1,158
1862
$1.4M ﹤0.01%
36,838
-9,602
1863
$1.4M ﹤0.01%
41,521
-4,754
1864
$1.4M ﹤0.01%
54,248
+597
1865
$1.4M ﹤0.01%
20,284
-13,652
1866
$1.4M ﹤0.01%
33,062
+266
1867
$1.39M ﹤0.01%
29,211
+4,630
1868
$1.39M ﹤0.01%
32,431
+2,129
1869
$1.39M ﹤0.01%
80,479
+3,328
1870
$1.39M ﹤0.01%
41,209
+2,405
1871
$1.39M ﹤0.01%
70,464
+1,802
1872
$1.39M ﹤0.01%
9,064
+432
1873
$1.39M ﹤0.01%
71,319
+1,183
1874
$1.39M ﹤0.01%
33,964
+15,604
1875
$1.38M ﹤0.01%
+50,244
73 74
75
76 77