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
$11.4B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,250
New
Increased
Reduced
Closed

Top Buys

1
+$83.6M
2
+$75.1M
3
+$46.1M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$39.9M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$25.5M

Top Sells

1
+$86M
2
+$40.1M
3
+$30.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$21.4M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$18M

Sector Composition

1 Technology 7.95%
2 Healthcare 3.72%
3 Financials 3.66%
4 Consumer Discretionary 3.09%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.54M 0.08%
129,359
+1,385
227
$9.53M 0.08%
140,885
+31,752
228
$9.36M 0.08%
194,344
-323,810
229
$9.35M 0.08%
32,718
+1,296
230
$9.29M 0.08%
195,282
-18,820
231
$9.25M 0.08%
74,167
+15,799
232
$9.14M 0.08%
41,067
-3,219
233
$9.14M 0.08%
194,831
+14,039
234
$9.13M 0.08%
44,643
-11,029
235
$9.04M 0.08%
136,219
-1,807
236
$9.03M 0.08%
68,850
+1,306
237
$8.98M 0.08%
118,826
-70,733
238
$8.95M 0.08%
37,522
-6,079
239
$8.92M 0.08%
142,992
-10,510
240
$8.92M 0.08%
95,882
+12,126
241
$8.9M 0.08%
196,397
-13,892
242
$8.9M 0.08%
59,493
+3,006
243
$8.86M 0.08%
82,370
+165
244
$8.78M 0.08%
18,899
+769
245
$8.73M 0.08%
53,510
+237
246
$8.68M 0.08%
43,134
-835
247
$8.55M 0.07%
167,865
+9,613
248
$8.53M 0.07%
384,732
+371,859
249
$8.47M 0.07%
65,582
-5,162
250
$8.47M 0.07%
234,994
+36,310
8 9
10
11 12