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
301
$6.82M 0.06%
30,542
-288
302
$6.82M 0.06%
141,957
+121,311
303
$6.79M 0.06%
164,194
-5,811
304
$6.75M 0.06%
68,040
+777
305
$6.75M 0.06%
123,612
-735,644
306
$6.74M 0.06%
67,272
+20,868
307
$6.68M 0.06%
116,392
+16,629
308
$6.66M 0.06%
285,794
-2,340
309
$6.6M 0.06%
19,142
-139
310
$6.57M 0.06%
144,398
+7,834
311
$6.56M 0.06%
169,549
-7,690
312
$6.54M 0.06%
142,246
+110,162
313
$6.52M 0.06%
158,971
+30,910
314
$6.5M 0.06%
351,603
-62,090
315
$6.48M 0.06%
78,303
+2,520
316
$6.45M 0.06%
77,182
+8,460
317
$6.45M 0.06%
111,339
-125
318
$6.45M 0.06%
175,782
+14,014
319
$6.42M 0.06%
73,066
+3,586
320
$6.4M 0.06%
108,456
+3,774
321
$6.31M 0.06%
115,021
+3,087
322
$6.3M 0.06%
105,848
+4,714
323
$6.25M 0.05%
68,630
-6,223
324
$6.2M 0.05%
137,461
+54,213
325
$6.2M 0.05%
47,250
+4,746
11 12
13
14 15