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
2351
$725K ﹤0.01%
+9,189
2352
$724K ﹤0.01%
18,985
+5,399
2353
$724K ﹤0.01%
73,846
+1,277
2354
$723K ﹤0.01%
16,790
+91
2355
$723K ﹤0.01%
29,568
+7,006
2356
$722K ﹤0.01%
40,249
+3,344
2357
$721K ﹤0.01%
24,963
+551
2358
$721K ﹤0.01%
98,054
-62,188
2359
$720K ﹤0.01%
8,546
+1,025
2360
$720K ﹤0.01%
6,584
-205
2361
$720K ﹤0.01%
10,194
+193
2362
$719K ﹤0.01%
16,189
+8,488
2363
$718K ﹤0.01%
23,183
+4,222
2364
$717K ﹤0.01%
96,565
-4,216
2365
$716K ﹤0.01%
4,707
+327
2366
$716K ﹤0.01%
21,802
+8,800
2367
$714K ﹤0.01%
50,656
+14,132
2368
$713K ﹤0.01%
9,943
+777
2369
$712K ﹤0.01%
73,052
-7,036
2370
$710K ﹤0.01%
42,420
-2,009
2371
$710K ﹤0.01%
2,122
+20
2372
$709K ﹤0.01%
5,060
+217
2373
$708K ﹤0.01%
+53,417
2374
$707K ﹤0.01%
21,434
-653
2375
$706K ﹤0.01%
9,980
+22
93 94
95
96 97