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
626
$2.67M 0.02%
146,024
+7,919
627
$2.67M 0.02%
150,709
+4,679
628
$2.66M 0.02%
10,089
-1,831
629
$2.65M 0.02%
43,041
+396
630
$2.65M 0.02%
49,105
-2,062
631
$2.64M 0.02%
52,989
+9,198
632
$2.64M 0.02%
95,086
+92,451
633
$2.64M 0.02%
1,403,141
+47,576
634
$2.64M 0.02%
14,833
+4,774
635
$2.64M 0.02%
28,921
+113
636
$2.63M 0.02%
70,103
+1,799
637
$2.63M 0.02%
117,334
+26,810
638
$2.62M 0.02%
80,900
+3,627
639
$2.62M 0.02%
113,395
-35,730
640
$2.62M 0.02%
54,623
-2,772
641
$2.61M 0.02%
55,383
+4,372
642
$2.6M 0.02%
115,071
-801
643
$2.59M 0.02%
32,168
-388
644
$2.59M 0.02%
12,226
+2,239
645
$2.59M 0.02%
6,707
+2,877
646
$2.59M 0.02%
26,505
-7,904
647
$2.59M 0.02%
14,275
-256
648
$2.57M 0.02%
232,451
-71,584
649
$2.56M 0.02%
228,832
+12,361
650
$2.56M 0.02%
41,368
+1,690
24 25
26
27 28