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
426
$4.45M 0.04%
47,192
+1,873
427
$4.43M 0.04%
64,337
+75
428
$4.4M 0.04%
26,411
-389
429
$4.4M 0.04%
9,866
+520
430
$4.39M 0.04%
102,716
+22,365
431
$4.38M 0.04%
13,917
-1,060
432
$4.38M 0.04%
455,149
-25,781
433
$4.37M 0.04%
47,089
+28,369
434
$4.36M 0.04%
70,271
+4,186
435
$4.36M 0.04%
115,176
+4,015
436
$4.35M 0.04%
27,471
-2,175
437
$4.35M 0.04%
43,781
-181,029
438
$4.34M 0.04%
34,155
+1,411
439
$4.34M 0.04%
46,365
+3,206
440
$4.33M 0.04%
105,370
-5,439
441
$4.32M 0.04%
82,460
-19,963
442
$4.31M 0.04%
81,691
-1,430
443
$4.3M 0.04%
144,446
+66,373
444
$4.28M 0.04%
104,792
+4,914
445
$4.27M 0.04%
20,340
+6,860
446
$4.26M 0.04%
223,812
+10,095
447
$4.26M 0.04%
232,996
+9,699
448
$4.24M 0.04%
155,016
+1,946
449
$4.22M 0.04%
13,959
+5,370
450
$4.21M 0.04%
77,459
-13,564
16 17
18
19 20