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
1926
$1.3M ﹤0.01%
13,479
+1,126
1927
$1.3M ﹤0.01%
16,492
-1,305
1928
$1.3M ﹤0.01%
6,528
+3,469
1929
$1.3M ﹤0.01%
4,087
+225
1930
$1.3M ﹤0.01%
17,294
-358
1931
$1.3M ﹤0.01%
48,390
-4,503
1932
$1.29M ﹤0.01%
18,550
-62
1933
$1.29M ﹤0.01%
20,271
+1,201
1934
$1.29M ﹤0.01%
58,256
+15,402
1935
$1.29M ﹤0.01%
123,520
-5,887
1936
$1.29M ﹤0.01%
6,182
+164
1937
$1.29M ﹤0.01%
6,819
-73
1938
$1.29M ﹤0.01%
8,122
-658
1939
$1.28M ﹤0.01%
10,384
+2,018
1940
$1.28M ﹤0.01%
245,412
+25,574
1941
$1.28M ﹤0.01%
206,318
-5,452
1942
$1.28M ﹤0.01%
8,411
+1,765
1943
$1.28M ﹤0.01%
26,941
-5,983
1944
$1.27M ﹤0.01%
84,304
+9,264
1945
$1.27M ﹤0.01%
282,429
+1,410
1946
$1.27M ﹤0.01%
13,878
-153
1947
$1.27M ﹤0.01%
23,501
-8,057
1948
$1.27M ﹤0.01%
106,329
+28,999
1949
$1.27M ﹤0.01%
5,807
+147
1950
$1.27M ﹤0.01%
124,290
-7,735
76 77
78
79 80