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
2226
$857K ﹤0.01%
13,683
+1,776
2227
$856K ﹤0.01%
2,899
+40
2228
$855K ﹤0.01%
27,742
+7,872
2229
$855K ﹤0.01%
36,490
-29,851
2230
$854K ﹤0.01%
28,131
+2,041
2231
$854K ﹤0.01%
30,661
-2,694
2232
$853K ﹤0.01%
76,412
+12,730
2233
$853K ﹤0.01%
39,656
+4,578
2234
$851K ﹤0.01%
50,483
+8,108
2235
$851K ﹤0.01%
91,521
-1,002
2236
$850K ﹤0.01%
18,871
-2,173
2237
$848K ﹤0.01%
30,350
+12,887
2238
$847K ﹤0.01%
62,428
+1,593
2239
$847K ﹤0.01%
11,993
+686
2240
$845K ﹤0.01%
31,201
-4,913
2241
$845K ﹤0.01%
20,820
-11,605
2242
$845K ﹤0.01%
16,047
+3,395
2243
$843K ﹤0.01%
19,276
+11,110
2244
$841K ﹤0.01%
31,198
-1,797
2245
$840K ﹤0.01%
27,223
+12,250
2246
$840K ﹤0.01%
24,774
+9,662
2247
$840K ﹤0.01%
24,520
-7,833
2248
$838K ﹤0.01%
7,658
-245
2249
$837K ﹤0.01%
10,151
-2,873
2250
$836K ﹤0.01%
23,129
+5,909
88 89
90
91 92