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
2176
$921K ﹤0.01%
5,720
+736
2177
$920K ﹤0.01%
15,104
-166
2178
$919K ﹤0.01%
+25,445
2179
$919K ﹤0.01%
2,939
-549
2180
$919K ﹤0.01%
+29,245
2181
$918K ﹤0.01%
13,790
+5,787
2182
$918K ﹤0.01%
9,289
+627
2183
$917K ﹤0.01%
46,554
2184
$915K ﹤0.01%
5,536
-279
2185
$915K ﹤0.01%
18,659
+1,125
2186
$914K ﹤0.01%
8,215
+808
2187
$910K ﹤0.01%
20,949
-522
2188
$909K ﹤0.01%
5,325
-1,628
2189
$908K ﹤0.01%
17,084
+1,413
2190
$907K ﹤0.01%
41,486
+15,861
2191
$906K ﹤0.01%
33,480
+967
2192
$906K ﹤0.01%
31,729
+22,978
2193
$905K ﹤0.01%
105,747
+750
2194
$902K ﹤0.01%
26,876
+1,080
2195
$901K ﹤0.01%
+33,661
2196
$900K ﹤0.01%
6,777
+1,773
2197
$900K ﹤0.01%
31,166
-177,462
2198
$899K ﹤0.01%
18,036
-123
2199
$897K ﹤0.01%
38,210
2200
$894K ﹤0.01%
28,155
-3,084
86 87
88
89 90