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
476
$3.89M 0.03%
+125,633
477
$3.89M 0.03%
63,743
+7,332
478
$3.88M 0.03%
113,464
-4,127
479
$3.87M 0.03%
22,575
+150
480
$3.85M 0.03%
204,381
+130,480
481
$3.84M 0.03%
72,273
-16,131
482
$3.82M 0.03%
46,147
-1,738
483
$3.82M 0.03%
+165,632
484
$3.79M 0.03%
57,348
+5,145
485
$3.77M 0.03%
89,220
-7,938
486
$3.76M 0.03%
6,895
-646
487
$3.76M 0.03%
49,062
+933
488
$3.74M 0.03%
241,035
-73,927
489
$3.73M 0.03%
22,421
+70
490
$3.72M 0.03%
48,845
-3,215
491
$3.71M 0.03%
87,832
-2,534
492
$3.67M 0.03%
59,750
-28,558
493
$3.65M 0.03%
90,011
-53,963
494
$3.64M 0.03%
81,192
+10,177
495
$3.63M 0.03%
108,002
+9,413
496
$3.6M 0.03%
46,392
+3,370
497
$3.58M 0.03%
270,236
+9,443
498
$3.58M 0.03%
41,804
-497
499
$3.57M 0.03%
12,435
+3,574
500
$3.56M 0.03%
59,093
+1,887
18 19
20
21 22