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
576
$2.99M 0.03%
32,469
+5,248
577
$2.98M 0.03%
43,935
-3,668
578
$2.97M 0.03%
166,455
-2,437
579
$2.95M 0.03%
2,240
+66
580
$2.95M 0.03%
53,149
-19,787
581
$2.95M 0.03%
37,837
-10,374
582
$2.94M 0.03%
131,927
+9,987
583
$2.94M 0.03%
78,332
+1,559
584
$2.94M 0.03%
25,960
+19,573
585
$2.93M 0.03%
12,023
-2,129
586
$2.92M 0.03%
82,856
+1,506
587
$2.92M 0.03%
90,509
+283
588
$2.92M 0.03%
57,620
-26,829
589
$2.89M 0.03%
85,919
+68,974
590
$2.89M 0.03%
58,566
-1,558
591
$2.89M 0.03%
157,695
+14,089
592
$2.87M 0.03%
52,712
+22,807
593
$2.86M 0.03%
19,958
-1,826
594
$2.85M 0.02%
5,702
+881
595
$2.85M 0.02%
+39,283
596
$2.84M 0.02%
62,937
+22,484
597
$2.83M 0.02%
5,834
-247
598
$2.83M 0.02%
17,666
+1,474
599
$2.83M 0.02%
49,950
+330
600
$2.82M 0.02%
99,124
+2,801
22 23
24
25 26