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
2201
$894K ﹤0.01%
+75,381
2202
$894K ﹤0.01%
46,718
-11,881
2203
$892K ﹤0.01%
62,580
-9,545
2204
$892K ﹤0.01%
+9,568
2205
$890K ﹤0.01%
71,573
-1,834
2206
$887K ﹤0.01%
13,572
+983
2207
$886K ﹤0.01%
25,315
-414
2208
$885K ﹤0.01%
21,148
+1,261
2209
$884K ﹤0.01%
6,544
-1,165
2210
$883K ﹤0.01%
16,892
-5,756
2211
$881K ﹤0.01%
4,109
-790
2212
$879K ﹤0.01%
41,405
+21,497
2213
$875K ﹤0.01%
8,472
+48
2214
$873K ﹤0.01%
34,748
-1,732
2215
$870K ﹤0.01%
74,728
-13,668
2216
$868K ﹤0.01%
13,077
-1,090
2217
$868K ﹤0.01%
52,229
+14,894
2218
$865K ﹤0.01%
58,265
-2,033
2219
$865K ﹤0.01%
34,201
-1,671
2220
$865K ﹤0.01%
76,649
+19,105
2221
$861K ﹤0.01%
27,976
+424
2222
$861K ﹤0.01%
17,806
-819
2223
$860K ﹤0.01%
56,566
+1,330
2224
$858K ﹤0.01%
68,164
-4,884
2225
$857K ﹤0.01%
318,740
+4,221
87 88
89
90 91