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
676
$2.36M 0.02%
68,779
-31,737
677
$2.35M 0.02%
5,333
-41
678
$2.35M 0.02%
43,897
+1,172
679
$2.34M 0.02%
91,770
+49,140
680
$2.33M 0.02%
77,677
+1,280
681
$2.32M 0.02%
17,143
-134
682
$2.29M 0.02%
48,780
-1,310
683
$2.29M 0.02%
10,192
-1,440
684
$2.29M 0.02%
18,110
+11,381
685
$2.28M 0.02%
13,739
+1,712
686
$2.28M 0.02%
42,328
+20,324
687
$2.25M 0.02%
26,726
+3,008
688
$2.25M 0.02%
131,294
-2,229
689
$2.25M 0.02%
110,225
+15,416
690
$2.23M 0.02%
50,047
+11,845
691
$2.23M 0.02%
59,650
+42,028
692
$2.22M 0.02%
63,896
+21,230
693
$2.22M 0.02%
10,038
+956
694
$2.21M 0.02%
69,621
-163,256
695
$2.21M 0.02%
28,256
+3,270
696
$2.21M 0.02%
13,207
-124
697
$2.21M 0.02%
257,193
+8,683
698
$2.2M 0.02%
31,996
+1,294
699
$2.19M 0.02%
38,739
-1,864
700
$2.18M 0.02%
66,883
-5,524
26 27
28
29 30