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
2426
$659K ﹤0.01%
+20,862
2427
$659K ﹤0.01%
126,686
+36,866
2428
$658K ﹤0.01%
12,139
+10
2429
$658K ﹤0.01%
24,666
+885
2430
$657K ﹤0.01%
7,102
+192
2431
$656K ﹤0.01%
6,657
-576
2432
$656K ﹤0.01%
5,862
+10
2433
$655K ﹤0.01%
32,886
-8,447
2434
$655K ﹤0.01%
67,122
-6,216
2435
$655K ﹤0.01%
2,814
+87
2436
$654K ﹤0.01%
27,396
-952
2437
$653K ﹤0.01%
14,740
-4,279
2438
$653K ﹤0.01%
21,706
-5
2439
$652K ﹤0.01%
6,210
+1,294
2440
$650K ﹤0.01%
22,297
+11,017
2441
$649K ﹤0.01%
18,234
+1,829
2442
$649K ﹤0.01%
10,706
+2,444
2443
$648K ﹤0.01%
3,390
+1,773
2444
$648K ﹤0.01%
28,290
+1,131
2445
$646K ﹤0.01%
16,666
+39
2446
$646K ﹤0.01%
48,856
-538
2447
$645K ﹤0.01%
8,833
+1,598
2448
$644K ﹤0.01%
18,384
-3,243
2449
$644K ﹤0.01%
68,802
+16,334
2450
$642K ﹤0.01%
5,576
-1,536
96 97
98
99 100