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
2326
$746K ﹤0.01%
175,473
-1,674
2327
$745K ﹤0.01%
13,837
-1,274
2328
$745K ﹤0.01%
45,865
+2,352
2329
$744K ﹤0.01%
28,215
+17,813
2330
$744K ﹤0.01%
7,222
+659
2331
$743K ﹤0.01%
17,391
-424
2332
$743K ﹤0.01%
7,277
+3,123
2333
$742K ﹤0.01%
34,851
-57,679
2334
$741K ﹤0.01%
7,185
-1,058
2335
$739K ﹤0.01%
135,133
+1,671
2336
$739K ﹤0.01%
7,129
+796
2337
$738K ﹤0.01%
52,024
-27
2338
$738K ﹤0.01%
5,700
+822
2339
$738K ﹤0.01%
+111,478
2340
$737K ﹤0.01%
7,701
-7,185
2341
$736K ﹤0.01%
8,670
+1,602
2342
$735K ﹤0.01%
6,124
+613
2343
$735K ﹤0.01%
51,699
+9,905
2344
$735K ﹤0.01%
22,495
-13,120
2345
$734K ﹤0.01%
14,511
+6,477
2346
$730K ﹤0.01%
13,194
-5,241
2347
$730K ﹤0.01%
2,751
-402
2348
$727K ﹤0.01%
5,854
+89
2349
$726K ﹤0.01%
13,461
-2,983
2350
$726K ﹤0.01%
64,347
-2,454
92 93
94
95 96