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
1951
$1.26M ﹤0.01%
19,421
-1,092
1952
$1.26M ﹤0.01%
49,467
-555
1953
$1.26M ﹤0.01%
19,491
-11,008
1954
$1.26M ﹤0.01%
20,644
+3,206
1955
$1.26M ﹤0.01%
20,696
-3,276
1956
$1.26M ﹤0.01%
12,750
+2,579
1957
$1.25M ﹤0.01%
27,091
-11,201
1958
$1.25M ﹤0.01%
42,554
+4,664
1959
$1.25M ﹤0.01%
12,790
-1,270
1960
$1.25M ﹤0.01%
24,875
-1,974
1961
$1.25M ﹤0.01%
45,925
+14,007
1962
$1.25M ﹤0.01%
35,506
-3,055
1963
$1.25M ﹤0.01%
41,141
-13,526
1964
$1.25M ﹤0.01%
7,474
-124
1965
$1.25M ﹤0.01%
16,277
-6,648
1966
$1.25M ﹤0.01%
57,799
-1,226
1967
$1.24M ﹤0.01%
40,872
-2,955
1968
$1.24M ﹤0.01%
+27,265
1969
$1.24M ﹤0.01%
9,334
-16,522
1970
$1.24M ﹤0.01%
49,574
+218
1971
$1.24M ﹤0.01%
19,896
+1,260
1972
$1.24M ﹤0.01%
4,135
-474
1973
$1.23M ﹤0.01%
22,658
+1,455
1974
$1.23M ﹤0.01%
52,711
-714
1975
$1.23M ﹤0.01%
25,609
+8,135
77 78
79
80 81