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
2151
$966K ﹤0.01%
25,671
-893
2152
$960K ﹤0.01%
54,388
-1,352
2153
$960K ﹤0.01%
4,751
+105
2154
$959K ﹤0.01%
9,788
-889
2155
$953K ﹤0.01%
22,055
+1,913
2156
$953K ﹤0.01%
36,517
-5,023
2157
$951K ﹤0.01%
29,910
+2,289
2158
$947K ﹤0.01%
14,268
-59
2159
$945K ﹤0.01%
33,387
-2,937
2160
$942K ﹤0.01%
+35,825
2161
$939K ﹤0.01%
34,230
+1,005
2162
$939K ﹤0.01%
7,667
+2,840
2163
$939K ﹤0.01%
24,047
-59,673
2164
$935K ﹤0.01%
12,582
-2,178
2165
$935K ﹤0.01%
131,674
-47,700
2166
$933K ﹤0.01%
16,736
+156
2167
$931K ﹤0.01%
8,882
+608
2168
$931K ﹤0.01%
23,702
-1,811
2169
$928K ﹤0.01%
28,515
-300
2170
$925K ﹤0.01%
9,852
+80
2171
$924K ﹤0.01%
50,508
+7,501
2172
$924K ﹤0.01%
13,138
+910
2173
$924K ﹤0.01%
84,197
-944
2174
$922K ﹤0.01%
24,075
-13,391
2175
$921K ﹤0.01%
25,483
+1,096
85 86
87
88 89