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
2451
$642K ﹤0.01%
4,986
+100
2452
$641K ﹤0.01%
19,128
-569
2453
$641K ﹤0.01%
38,750
-1,783
2454
$639K ﹤0.01%
23,338
-3,311
2455
$638K ﹤0.01%
23,066
+2,367
2456
$637K ﹤0.01%
6,356
+1,272
2457
$637K ﹤0.01%
17,920
+16
2458
$636K ﹤0.01%
14,583
+300
2459
$635K ﹤0.01%
8,899
-3,649
2460
$634K ﹤0.01%
30,511
+12,315
2461
$634K ﹤0.01%
31,893
-2,053
2462
$633K ﹤0.01%
36,639
-275
2463
$633K ﹤0.01%
83,786
-7,301
2464
$633K ﹤0.01%
27,726
+5,391
2465
$632K ﹤0.01%
32,986
-88
2466
$632K ﹤0.01%
26,703
+7,115
2467
$632K ﹤0.01%
24,616
+1,570
2468
$631K ﹤0.01%
4,938
+815
2469
$630K ﹤0.01%
45,229
+344
2470
$629K ﹤0.01%
3,002
-76
2471
$628K ﹤0.01%
20,793
-4,782
2472
$627K ﹤0.01%
23,930
+3,977
2473
$626K ﹤0.01%
87,356
-3,299
2474
$626K ﹤0.01%
4,649
+349
2475
$625K ﹤0.01%
7,205
+180
97 98
99
100 101