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
551
$3.14M 0.03%
58,669
+4,779
552
$3.13M 0.03%
91,600
+1,550
553
$3.12M 0.03%
83,793
+32,257
554
$3.12M 0.03%
12,604
-623
555
$3.11M 0.03%
62,895
+7,277
556
$3.1M 0.03%
55,996
+46,305
557
$3.1M 0.03%
18,084
+617
558
$3.09M 0.03%
33,324
-19,835
559
$3.09M 0.03%
23,486
+5,220
560
$3.09M 0.03%
30,833
-1,830
561
$3.08M 0.03%
26,320
-1,434
562
$3.07M 0.03%
80,695
+962
563
$3.06M 0.03%
20,728
-5,145
564
$3.06M 0.03%
16,050
-1,858
565
$3.05M 0.03%
14,506
+101
566
$3.04M 0.03%
3,704
+509
567
$3.04M 0.03%
15,507
+27
568
$3.04M 0.03%
36,620
+1,423
569
$3.03M 0.03%
11,903
-692
570
$3.02M 0.03%
60,354
+16,628
571
$3.02M 0.03%
15,483
+3,072
572
$3.02M 0.03%
164,784
+19,488
573
$3.01M 0.03%
1,136
-57
574
$3.01M 0.03%
15,510
-1,697
575
$3M 0.03%
50,651
-4,861
21 22
23
24 25