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
251
$8.47M 0.07%
259,224
-35,684
252
$8.37M 0.07%
108,589
-5,968
253
$8.29M 0.07%
309,106
-197,886
254
$8.27M 0.07%
96,822
-3,238
255
$8.19M 0.07%
88,053
+11,258
256
$8.09M 0.07%
97,530
-3,464
257
$8.08M 0.07%
139,308
+13,527
258
$8.07M 0.07%
106,449
+801
259
$8.05M 0.07%
103,166
-11,471
260
$7.97M 0.07%
247,966
-2,693
261
$7.91M 0.07%
220,297
+16,057
262
$7.91M 0.07%
93,941
-8,979
263
$7.87M 0.07%
39,417
+7
264
$7.86M 0.07%
50,910
+6,234
265
$7.86M 0.07%
285,982
-3,009
266
$7.85M 0.07%
89,339
-264
267
$7.78M 0.07%
33,740
-4,597
268
$7.71M 0.07%
27,025
-573
269
$7.68M 0.07%
362,239
+2,304
270
$7.66M 0.07%
57,103
+4,372
271
$7.63M 0.07%
56,986
+3,827
272
$7.62M 0.07%
147,201
+3,221
273
$7.6M 0.07%
282,191
+1,651
274
$7.59M 0.07%
106,148
-7,117
275
$7.56M 0.07%
33,076
+1,823
9 10
11
12 13