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
2276
$802K ﹤0.01%
29,784
+177
2277
$802K ﹤0.01%
13,038
-11,894
2278
$801K ﹤0.01%
36,929
-2,671
2279
$799K ﹤0.01%
93,253
-92,043
2280
$799K ﹤0.01%
34,410
+4,480
2281
$795K ﹤0.01%
16,578
+1,160
2282
$795K ﹤0.01%
74,334
-30,136
2283
$795K ﹤0.01%
3,103
-430
2284
$794K ﹤0.01%
162,967
+8,524
2285
$793K ﹤0.01%
11,994
-842
2286
$792K ﹤0.01%
4,834
+273
2287
$792K ﹤0.01%
3,596
+18
2288
$791K ﹤0.01%
66,500
+31
2289
$790K ﹤0.01%
4,542
+159
2290
$789K ﹤0.01%
2,868
+129
2291
$788K ﹤0.01%
34,234
+752
2292
$786K ﹤0.01%
26,190
+9,327
2293
$784K ﹤0.01%
19,590
+1,048
2294
$783K ﹤0.01%
5,238
-62
2295
$782K ﹤0.01%
9,983
-342
2296
$782K ﹤0.01%
15,890
-1,801
2297
$782K ﹤0.01%
43,285
-56,732
2298
$781K ﹤0.01%
17,197
-743
2299
$781K ﹤0.01%
3,722
-10,152
2300
$780K ﹤0.01%
7,199
-60
90 91
92
93 94