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
501
$3.56M 0.03%
110,220
+2,814
502
$3.56M 0.03%
37,875
+12,669
503
$3.56M 0.03%
178,835
+7,300
504
$3.54M 0.03%
58,974
-15,767
505
$3.54M 0.03%
100,155
-20,403
506
$3.53M 0.03%
357,871
+18,135
507
$3.52M 0.03%
129,261
+79,514
508
$3.47M 0.03%
30,288
+572
509
$3.46M 0.03%
98,621
+2,463
510
$3.46M 0.03%
18,833
+939
511
$3.45M 0.03%
39,974
+301
512
$3.44M 0.03%
52,102
-70,883
513
$3.44M 0.03%
165,759
+47,649
514
$3.44M 0.03%
87,318
-1,437
515
$3.44M 0.03%
27,622
+1,059
516
$3.43M 0.03%
20,031
+225
517
$3.42M 0.03%
97,490
-273
518
$3.42M 0.03%
57,419
-2,307
519
$3.39M 0.03%
23,164
-913
520
$3.38M 0.03%
14,148
+4,801
521
$3.38M 0.03%
16,124
+508
522
$3.38M 0.03%
17,594
+231
523
$3.36M 0.03%
16,451
+2,197
524
$3.35M 0.03%
52,674
-4,926
525
$3.35M 0.03%
64,062
+8,284
19 20
21
22 23