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
1976
$1.23M ﹤0.01%
50,461
-583
1977
$1.23M ﹤0.01%
5,841
+3,847
1978
$1.23M ﹤0.01%
32,341
-1,863
1979
$1.23M ﹤0.01%
21,300
+2,044
1980
$1.22M ﹤0.01%
14,608
+207
1981
$1.22M ﹤0.01%
10,149
+267
1982
$1.22M ﹤0.01%
114,441
-42,211
1983
$1.21M ﹤0.01%
80,623
-288
1984
$1.21M ﹤0.01%
11,777
-16
1985
$1.21M ﹤0.01%
110,307
+13,950
1986
$1.21M ﹤0.01%
13,794
-862
1987
$1.21M ﹤0.01%
64,292
+505
1988
$1.21M ﹤0.01%
15,969
-546
1989
$1.21M ﹤0.01%
66,545
-167
1990
$1.21M ﹤0.01%
4,900
+606
1991
$1.21M ﹤0.01%
86,154
+5,597
1992
$1.2M ﹤0.01%
99,644
+2,557
1993
$1.2M ﹤0.01%
17,740
-578
1994
$1.2M ﹤0.01%
101,602
+1,759
1995
$1.2M ﹤0.01%
31,489
-5,117
1996
$1.2M ﹤0.01%
4,257
+17
1997
$1.2M ﹤0.01%
7,626
-1,079
1998
$1.2M ﹤0.01%
17,240
+2,772
1999
$1.2M ﹤0.01%
2,876
-913
2000
$1.19M ﹤0.01%
42,298
+264
78 79
80
81 82