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
2301
$778K ﹤0.01%
46,304
+29,435
2302
$775K ﹤0.01%
49,884
-55,690
2303
$774K ﹤0.01%
30,451
-2,583
2304
$774K ﹤0.01%
35,413
+4,792
2305
$773K ﹤0.01%
32,138
+2,213
2306
$770K ﹤0.01%
32,371
-84
2307
$768K ﹤0.01%
8,581
-7,263
2308
$768K ﹤0.01%
16,101
-2,115
2309
$767K ﹤0.01%
164,562
-2,223
2310
$764K ﹤0.01%
8,548
-567
2311
$763K ﹤0.01%
8,281
+225
2312
$762K ﹤0.01%
21,003
-4,194
2313
$762K ﹤0.01%
84,446
-13,281
2314
$762K ﹤0.01%
6,187
-41
2315
$761K ﹤0.01%
17,299
-1,205
2316
$761K ﹤0.01%
29,297
+18,239
2317
$759K ﹤0.01%
19,347
-11,603
2318
$755K ﹤0.01%
63,310
+2,166
2319
$753K ﹤0.01%
15,937
-1,238
2320
$751K ﹤0.01%
11,375
-343
2321
$750K ﹤0.01%
26,454
+5,041
2322
$750K ﹤0.01%
8,432
-1,190
2323
$750K ﹤0.01%
51,775
+1,460
2324
$747K ﹤0.01%
10,136
-2,101
2325
$746K ﹤0.01%
92,217
-30,248
91 92
93
94 95