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
351
$5.68M 0.05%
51,625
-12,057
352
$5.67M 0.05%
151,674
-730
353
$5.66M 0.05%
70,355
-1,579
354
$5.66M 0.05%
103,173
+9,514
355
$5.63M 0.05%
150,739
+9,106
356
$5.61M 0.05%
102,795
+3,690
357
$5.6M 0.05%
187,680
+44,920
358
$5.6M 0.05%
92,846
+1,057
359
$5.59M 0.05%
274,198
+9,018
360
$5.59M 0.05%
142,964
-10,326
361
$5.57M 0.05%
112,875
-17,688
362
$5.56M 0.05%
187,232
-76,601
363
$5.55M 0.05%
83,574
+1,686
364
$5.53M 0.05%
92,972
+219
365
$5.51M 0.05%
13,804
+3,218
366
$5.47M 0.05%
21,405
-1,570
367
$5.47M 0.05%
108,467
-7,235
368
$5.45M 0.05%
126,021
-150,691
369
$5.44M 0.05%
27,607
+1,009
370
$5.43M 0.05%
119,993
+9,941
371
$5.41M 0.05%
46,588
-49
372
$5.4M 0.05%
36,438
+6,915
373
$5.4M 0.05%
15,168
-240
374
$5.38M 0.05%
7,907
+407
375
$5.38M 0.05%
103,614
+4,579
13 14
15
16 17