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
276
$7.55M 0.07%
382,709
+150
277
$7.53M 0.07%
327,360
+99,148
278
$7.51M 0.07%
45,513
+1,183
279
$7.51M 0.07%
93,563
+4,841
280
$7.49M 0.07%
117,869
+23,812
281
$7.47M 0.07%
426,720
-18,112
282
$7.46M 0.07%
16,166
-841
283
$7.44M 0.07%
92,312
-2,521
284
$7.43M 0.07%
199,174
-427
285
$7.31M 0.06%
233,055
-105,345
286
$7.28M 0.06%
112,792
+4,023
287
$7.26M 0.06%
136,910
-16,070
288
$7.11M 0.06%
186,530
+48,901
289
$7.07M 0.06%
38,004
-3,596
290
$7.05M 0.06%
15,386
+115
291
$7.03M 0.06%
174,239
+2,900
292
$7.02M 0.06%
312,541
+14,186
293
$7.01M 0.06%
184,775
+2,951
294
$6.99M 0.06%
29,712
-2,222
295
$6.97M 0.06%
183,064
-4,770
296
$6.96M 0.06%
182,875
-52,339
297
$6.92M 0.06%
99,280
+11,093
298
$6.91M 0.06%
175,216
+9,970
299
$6.89M 0.06%
199,116
+12,029
300
$6.84M 0.06%
1,106,182
+9,347
10 11
12
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