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
2076
$1.07M ﹤0.01%
17,682
+6,540
2077
$1.07M ﹤0.01%
130,947
+28,972
2078
$1.07M ﹤0.01%
60,918
-6,870
2079
$1.07M ﹤0.01%
406,728
+52,818
2080
$1.06M ﹤0.01%
24,674
-1,516
2081
$1.06M ﹤0.01%
21,455
-1,458
2082
$1.06M ﹤0.01%
40,963
+4,692
2083
$1.06M ﹤0.01%
59,036
+1,224
2084
$1.06M ﹤0.01%
23,314
+838
2085
$1.05M ﹤0.01%
27,389
-1,080
2086
$1.05M ﹤0.01%
7,050
+4,931
2087
$1.05M ﹤0.01%
34,780
+815
2088
$1.05M ﹤0.01%
38,965
+6,677
2089
$1.05M ﹤0.01%
23,129
-21,133
2090
$1.05M ﹤0.01%
284,859
+12,263
2091
$1.04M ﹤0.01%
16,298
+462
2092
$1.04M ﹤0.01%
18,863
+435
2093
$1.04M ﹤0.01%
12,386
-297
2094
$1.04M ﹤0.01%
42,236
2095
$1.03M ﹤0.01%
44,391
-1,638
2096
$1.03M ﹤0.01%
39,894
-4,587
2097
$1.03M ﹤0.01%
89,696
-752
2098
$1.03M ﹤0.01%
117,113
+13,961
2099
$1.03M ﹤0.01%
+41,441
2100
$1.03M ﹤0.01%
88,944
+69,266
82 83
84
85 86