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
2401
$680K ﹤0.01%
3,719
+268
2402
$679K ﹤0.01%
34,039
-442
2403
$678K ﹤0.01%
1,229
+23
2404
$678K ﹤0.01%
3,840
-2,552
2405
$677K ﹤0.01%
18,846
+1,095
2406
$677K ﹤0.01%
7,631
-3,968
2407
$677K ﹤0.01%
7,580
-2,110
2408
$674K ﹤0.01%
17,053
+1,279
2409
$674K ﹤0.01%
+12,126
2410
$673K ﹤0.01%
100,699
-5,530
2411
$672K ﹤0.01%
20,819
+4,914
2412
$672K ﹤0.01%
30,382
-159
2413
$671K ﹤0.01%
21,019
+15,123
2414
$671K ﹤0.01%
19,457
-13,794
2415
$671K ﹤0.01%
28,304
+1,411
2416
$669K ﹤0.01%
18,650
+1,541
2417
$666K ﹤0.01%
101,963
+5,602
2418
$666K ﹤0.01%
13,606
-33,954
2419
$662K ﹤0.01%
86,939
-1,850
2420
$662K ﹤0.01%
22,012
+12,850
2421
$662K ﹤0.01%
+21,244
2422
$661K ﹤0.01%
59,140
+10,916
2423
$660K ﹤0.01%
70,486
-1,396
2424
$660K ﹤0.01%
17,753
+2,633
2425
$659K ﹤0.01%
32,065
-63,043
95 96
97
98 99