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
1901
$1.34M ﹤0.01%
16,945
+971
1902
$1.34M ﹤0.01%
28,281
+333
1903
$1.34M ﹤0.01%
28,278
-1,400
1904
$1.34M ﹤0.01%
10,711
-2,302
1905
$1.34M ﹤0.01%
96,772
-3,771
1906
$1.33M ﹤0.01%
9,874
-31,680
1907
$1.33M ﹤0.01%
5,960
+459
1908
$1.33M ﹤0.01%
70,328
-66,366
1909
$1.33M ﹤0.01%
9,971
-1,936
1910
$1.32M ﹤0.01%
23,101
-331
1911
$1.32M ﹤0.01%
27,449
+2,622
1912
$1.32M ﹤0.01%
75,738
+1,874
1913
$1.32M ﹤0.01%
37,567
+535
1914
$1.32M ﹤0.01%
44,245
+2,060
1915
$1.31M ﹤0.01%
32,419
+686
1916
$1.31M ﹤0.01%
12,439
-1,611
1917
$1.31M ﹤0.01%
3,230
+142
1918
$1.31M ﹤0.01%
22,146
-28,171
1919
$1.31M ﹤0.01%
35,471
-2,958
1920
$1.31M ﹤0.01%
41,850
-2,795
1921
$1.31M ﹤0.01%
12,321
+4,508
1922
$1.31M ﹤0.01%
22,275
-151
1923
$1.31M ﹤0.01%
6,149
+65
1924
$1.31M ﹤0.01%
23,006
+4,777
1925
$1.3M ﹤0.01%
13,424
-43
75 76
77
78 79