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
526
$3.34M 0.03%
29,857
+610
527
$3.34M 0.03%
57,981
+204
528
$3.32M 0.03%
43,571
-13,283
529
$3.32M 0.03%
41,750
-840
530
$3.29M 0.03%
80,484
-4,059
531
$3.29M 0.03%
+28,889
532
$3.29M 0.03%
116,083
-2,619
533
$3.29M 0.03%
48,038
+1,206
534
$3.28M 0.03%
21,277
+1,393
535
$3.28M 0.03%
87,759
-10,845
536
$3.28M 0.03%
106,795
+11,839
537
$3.27M 0.03%
61,770
-9,988
538
$3.26M 0.03%
170,704
+11,762
539
$3.26M 0.03%
159,826
+80,712
540
$3.24M 0.03%
1,320
-256
541
$3.22M 0.03%
28,095
-888
542
$3.21M 0.03%
46,202
-1,173
543
$3.2M 0.03%
37,476
+25,338
544
$3.18M 0.03%
36,496
+1,785
545
$3.18M 0.03%
137,761
+3,929
546
$3.18M 0.03%
53,390
-1,194
547
$3.17M 0.03%
601,150
+5,950
548
$3.16M 0.03%
21,562
-824
549
$3.16M 0.03%
274,467
+185,514
550
$3.15M 0.03%
69,054
+38,725
20 21
22
23 24