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
601
$2.82M 0.02%
97,913
+7,016
602
$2.81M 0.02%
59,429
+2,449
603
$2.81M 0.02%
101,186
-1,250
604
$2.8M 0.02%
122,688
+4,703
605
$2.8M 0.02%
81,728
-1,680
606
$2.8M 0.02%
73,526
+7,447
607
$2.8M 0.02%
246,030
+49,389
608
$2.8M 0.02%
24,501
-26,167
609
$2.8M 0.02%
133,438
-10,122
610
$2.79M 0.02%
55,124
+6,151
611
$2.77M 0.02%
127,451
+12,845
612
$2.77M 0.02%
29,899
-29,394
613
$2.75M 0.02%
26,182
+419
614
$2.74M 0.02%
61,021
+13,125
615
$2.73M 0.02%
51,195
+7,140
616
$2.73M 0.02%
88,332
+2,059
617
$2.72M 0.02%
102,169
+13,662
618
$2.72M 0.02%
76,828
+7,512
619
$2.72M 0.02%
36,536
-574
620
$2.71M 0.02%
35,098
-10,229
621
$2.7M 0.02%
16,340
-14
622
$2.7M 0.02%
91,456
+5,567
623
$2.7M 0.02%
43,169
+4,091
624
$2.68M 0.02%
75,415
+11,403
625
$2.67M 0.02%
4,774
+42
23 24
25
26 27