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
1876
$1.38M ﹤0.01%
43,218
-10,625
1877
$1.38M ﹤0.01%
29,258
+484
1878
$1.38M ﹤0.01%
11,479
+2,166
1879
$1.37M ﹤0.01%
26,035
-1,285
1880
$1.37M ﹤0.01%
28,066
+3,769
1881
$1.37M ﹤0.01%
100,054
-5,142
1882
$1.37M ﹤0.01%
111,322
+5,956
1883
$1.37M ﹤0.01%
103,462
+4,567
1884
$1.36M ﹤0.01%
162,035
+4,388
1885
$1.36M ﹤0.01%
24,088
+809
1886
$1.36M ﹤0.01%
61,220
-6,405
1887
$1.36M ﹤0.01%
115,275
+32,767
1888
$1.36M ﹤0.01%
+48,188
1889
$1.35M ﹤0.01%
8,096
-101
1890
$1.35M ﹤0.01%
31,515
+32
1891
$1.35M ﹤0.01%
14,101
-977
1892
$1.35M ﹤0.01%
28,433
-2,092
1893
$1.35M ﹤0.01%
72,894
-15,834
1894
$1.35M ﹤0.01%
63,454
-1,797
1895
$1.35M ﹤0.01%
20,749
+5,869
1896
$1.34M ﹤0.01%
29,872
-2,340
1897
$1.34M ﹤0.01%
10,468
+492
1898
$1.34M ﹤0.01%
9,270
-2,879
1899
$1.34M ﹤0.01%
+27,194
1900
$1.34M ﹤0.01%
12,006
+6,872
74 75
76
77 78