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
2126
$997K ﹤0.01%
76,188
+9,213
2127
$997K ﹤0.01%
18,301
+2,182
2128
$996K ﹤0.01%
46,163
+4,491
2129
$996K ﹤0.01%
8,639
+712
2130
$995K ﹤0.01%
35,907
+1,235
2131
$994K ﹤0.01%
43,242
+19,018
2132
$989K ﹤0.01%
23,353
-333
2133
$987K ﹤0.01%
7,979
+4,021
2134
$986K ﹤0.01%
12,622
-660
2135
$985K ﹤0.01%
4,150
+1,585
2136
$984K ﹤0.01%
31,456
+1,498
2137
$984K ﹤0.01%
14,135
-2,824
2138
$982K ﹤0.01%
5,436
+1,241
2139
$982K ﹤0.01%
48,036
-2,485
2140
$982K ﹤0.01%
43,516
+2,524
2141
$981K ﹤0.01%
21,040
-510
2142
$977K ﹤0.01%
18,728
-163
2143
$977K ﹤0.01%
25,093
+1,061
2144
$975K ﹤0.01%
31,044
+13,553
2145
$973K ﹤0.01%
54,004
-6,864
2146
$973K ﹤0.01%
+19,357
2147
$971K ﹤0.01%
13,104
+346
2148
$968K ﹤0.01%
9,004
-569
2149
$967K ﹤0.01%
11,620
+147
2150
$966K ﹤0.01%
9,056
-452
84 85
86
87 88