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
651
$2.56M 0.02%
25,004
+536
652
$2.55M 0.02%
41,297
-8,445
653
$2.55M 0.02%
35,166
-157,669
654
$2.54M 0.02%
30,289
+8,801
655
$2.54M 0.02%
99,434
-77
656
$2.53M 0.02%
16,088
-2,890
657
$2.53M 0.02%
32,589
+992
658
$2.52M 0.02%
8,220
+514
659
$2.51M 0.02%
38,693
+3,726
660
$2.49M 0.02%
22,890
+2,325
661
$2.49M 0.02%
68,982
+7,705
662
$2.47M 0.02%
54,642
+2,917
663
$2.47M 0.02%
202,953
+9,143
664
$2.47M 0.02%
40,718
+15,585
665
$2.47M 0.02%
197,749
+29,829
666
$2.47M 0.02%
53,879
-15,032
667
$2.46M 0.02%
+62,111
668
$2.46M 0.02%
66,830
-5,616
669
$2.46M 0.02%
89,166
+11,082
670
$2.42M 0.02%
97,579
+278
671
$2.42M 0.02%
108,369
-3,043
672
$2.41M 0.02%
14,124
-1,734
673
$2.41M 0.02%
258,458
+14,387
674
$2.4M 0.02%
49,526
+1,627
675
$2.36M 0.02%
7,498
+743
25 26
27
28 29