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
376
$5.37M 0.05%
39,808
+4,058
377
$5.34M 0.05%
88,093
-19,201
378
$5.29M 0.05%
103,116
-1,705
379
$5.26M 0.05%
57,831
+10,762
380
$5.25M 0.05%
74,217
+3,415
381
$5.25M 0.05%
213,550
+4,139
382
$5.2M 0.05%
161,766
+34,498
383
$5.18M 0.05%
64,335
+16,515
384
$5.17M 0.05%
108,347
-4,424
385
$5.16M 0.05%
20,201
-581
386
$5.14M 0.04%
48,363
-3,304
387
$5.13M 0.04%
150,761
+4,259
388
$5.13M 0.04%
168,570
+25,738
389
$5.12M 0.04%
216,151
-10,363
390
$5.1M 0.04%
161,011
-1,309
391
$5.1M 0.04%
24,698
+1,939
392
$5.08M 0.04%
97,055
+27,650
393
$5.05M 0.04%
26,082
+1,791
394
$5.04M 0.04%
10,960
+1,800
395
$5.03M 0.04%
102,007
+67,688
396
$5M 0.04%
79,883
+4,601
397
$5M 0.04%
24,024
+2,838
398
$5M 0.04%
69,350
-46
399
$4.99M 0.04%
120,404
-480
400
$4.98M 0.04%
49,264
+4,771
14 15
16
17 18