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
701
$2.18M 0.02%
28,888
-1,638
702
$2.17M 0.02%
46,389
+17,214
703
$2.16M 0.02%
116,519
+5,692
704
$2.14M 0.02%
212,438
+14,990
705
$2.14M 0.02%
35,554
-10,389
706
$2.14M 0.02%
12,840
-4,087
707
$2.14M 0.02%
186,149
-47,128
708
$2.14M 0.02%
157,340
+26,482
709
$2.12M 0.02%
88,465
-3,994
710
$2.12M 0.02%
71,891
+7,402
711
$2.12M 0.02%
70,574
+4,113
712
$2.11M 0.02%
21,330
-1,178
713
$2.11M 0.02%
25,954
+6,379
714
$2.1M 0.02%
15,543
-931
715
$2.1M 0.02%
13,322
+1,158
716
$2.09M 0.02%
28,298
+239
717
$2.08M 0.02%
19,927
+705
718
$2.08M 0.02%
166,450
-4,425
719
$2.06M 0.02%
109,152
+7,762
720
$2.06M 0.02%
196,718
+165,989
721
$2.06M 0.02%
66,043
+49,801
722
$2.05M 0.02%
56,264
-6,815
723
$2.05M 0.02%
43,573
+676
724
$2.05M 0.02%
5,232
+120
725
$2.04M 0.02%
56,479
+2,986
27 28
29
30 31