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
51
$34.9M 0.3%
225,027
+5,587
52
$34.7M 0.3%
705,642
+12,990
53
$34.6M 0.3%
737,918
+39,074
54
$34.3M 0.3%
417,155
+19,152
55
$34.2M 0.3%
164,889
+372
56
$34M 0.3%
532,905
-118,807
57
$33.6M 0.29%
822,484
+33,882
58
$33.5M 0.29%
70,977
-726
59
$33.1M 0.29%
317,845
+1,496
60
$32.4M 0.28%
309,488
-101,299
61
$32.1M 0.28%
324,200
+163,857
62
$31.9M 0.28%
278,180
+13,680
63
$31.7M 0.28%
209,862
+637
64
$31.5M 0.28%
576,534
+119,565
65
$31.2M 0.27%
164,599
-2,674
66
$31.2M 0.27%
195,661
-3,210
67
$30.7M 0.27%
188,164
+2,069
68
$30.4M 0.27%
287,705
-1,863
69
$30.2M 0.26%
1,286,291
+147,921
70
$29.9M 0.26%
234,593
+4,998
71
$29.3M 0.26%
226,657
-25,886
72
$29.2M 0.26%
380,698
+1,393
73
$29.2M 0.26%
1,792,908
+295,968
74
$29M 0.25%
272,444
-13,694
75
$28.5M 0.25%
259,888
-104,771
1 2
3
4 5