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
2376
$705K ﹤0.01%
30,863
+4,754
2377
$704K ﹤0.01%
13,978
+313
2378
$704K ﹤0.01%
20,187
+2,417
2379
$702K ﹤0.01%
7,506
-9,617
2380
$700K ﹤0.01%
21,446
+1,806
2381
$700K ﹤0.01%
16,506
+1,671
2382
$699K ﹤0.01%
29,774
-751
2383
$697K ﹤0.01%
50,288
-17,573
2384
$697K ﹤0.01%
4,294
+192
2385
$696K ﹤0.01%
11,983
+995
2386
$691K ﹤0.01%
15,260
+726
2387
$691K ﹤0.01%
14,780
+2,650
2388
$691K ﹤0.01%
13,403
-217
2389
$691K ﹤0.01%
5,351
+757
2390
$690K ﹤0.01%
16,510
-1,058
2391
$688K ﹤0.01%
53,235
+250
2392
$686K ﹤0.01%
20,766
-641
2393
$683K ﹤0.01%
25,311
+1,637
2394
$683K ﹤0.01%
19,693
-61,983
2395
$683K ﹤0.01%
+26,816
2396
$683K ﹤0.01%
19,364
-817
2397
$682K ﹤0.01%
52,965
-2,276
2398
$682K ﹤0.01%
38,928
+526
2399
$681K ﹤0.01%
41,539
+11,718
2400
$680K ﹤0.01%
136,000
-4,000
94 95
96
97 98