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
401
$4.95M 0.04%
97,687
-1,020
402
$4.94M 0.04%
202,604
+92,520
403
$4.93M 0.04%
24,135
-2,530
404
$4.91M 0.04%
55,272
-19
405
$4.9M 0.04%
152,543
+24,304
406
$4.89M 0.04%
48,932
+7,010
407
$4.88M 0.04%
129,907
+1
408
$4.88M 0.04%
100,566
-25,545
409
$4.82M 0.04%
96,014
-28,255
410
$4.81M 0.04%
63,405
-4,369
411
$4.79M 0.04%
33,065
+1,526
412
$4.69M 0.04%
31,749
+3,011
413
$4.68M 0.04%
20,722
-611
414
$4.68M 0.04%
13,228
+685
415
$4.65M 0.04%
238,312
+16,944
416
$4.64M 0.04%
61,438
-9,316
417
$4.64M 0.04%
137,523
-1,097
418
$4.63M 0.04%
40,044
-9,252
419
$4.62M 0.04%
155,900
-62,323
420
$4.62M 0.04%
24,135
+2,195
421
$4.59M 0.04%
55,023
+1,446
422
$4.59M 0.04%
100,997
+11,789
423
$4.52M 0.04%
74,286
-3,225
424
$4.52M 0.04%
32,527
-88,915
425
$4.52M 0.04%
196,007
-59
15 16
17
18 19