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
451
$4.2M 0.04%
261,746
-26,693
452
$4.18M 0.04%
60,202
+4,819
453
$4.16M 0.04%
40,917
+2,139
454
$4.16M 0.04%
362,500
-263,357
455
$4.15M 0.04%
101,171
-61,604
456
$4.13M 0.04%
290,692
-12,713
457
$4.13M 0.04%
30,094
+2,550
458
$4.12M 0.04%
54,832
-2,908
459
$4.12M 0.04%
60,727
-9,416
460
$4.1M 0.04%
16,235
+3,108
461
$4.1M 0.04%
109,947
+87,351
462
$4.1M 0.04%
93,740
-2,684
463
$4.09M 0.04%
120,018
+12,468
464
$4.09M 0.04%
40,352
+1,014
465
$4.04M 0.04%
35,777
-7,190
466
$4.02M 0.04%
77,565
-6,033
467
$4M 0.04%
183,473
-547
468
$4M 0.04%
140,061
+24,585
469
$3.99M 0.03%
10,952
-722
470
$3.97M 0.03%
360,694
+161,743
471
$3.96M 0.03%
148,645
+2,551
472
$3.92M 0.03%
139,832
+58,230
473
$3.91M 0.03%
69,907
+2,832
474
$3.91M 0.03%
114,986
-19,566
475
$3.9M 0.03%
9,864
+2,177
17 18
19
20 21