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
726
$2.04M 0.02%
15,771
-13,403
727
$2.03M 0.02%
36,614
-21,699
728
$2.03M 0.02%
70,562
-6,115
729
$2.02M 0.02%
72,115
+16,957
730
$2.02M 0.02%
61,842
-1,153
731
$2.01M 0.02%
27,261
+424
732
$2M 0.02%
20,319
-2,165
733
$2M 0.02%
10,852
+2,794
734
$2M 0.02%
10,686
+268
735
$1.99M 0.02%
22,725
-6,218
736
$1.98M 0.02%
73,328
+48,880
737
$1.97M 0.02%
61,646
+362
738
$1.96M 0.02%
+19,488
739
$1.96M 0.02%
16,591
-1,584
740
$1.96M 0.02%
25,847
-414
741
$1.96M 0.02%
43,323
+28,576
742
$1.95M 0.02%
70,239
+3,114
743
$1.93M 0.02%
58,915
+5,735
744
$1.92M 0.02%
31,669
-1,329
745
$1.92M 0.02%
43,206
-369
746
$1.92M 0.02%
3,217
+870
747
$1.91M 0.02%
+28,212
748
$1.91M 0.02%
71,759
-14,539
749
$1.91M 0.02%
37,045
+1,833
750
$1.91M 0.02%
+14,391
28 29
30
31 32