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
751
$1.91M 0.02%
58,957
-8,336
752
$1.91M 0.02%
2,642
+209
753
$1.9M 0.02%
12,262
+7,957
754
$1.9M 0.02%
42,113
-381,741
755
$1.89M 0.02%
28,492
+522
756
$1.89M 0.02%
82,401
-2,016
757
$1.89M 0.02%
94,592
-2,334
758
$1.88M 0.02%
23,669
+7,881
759
$1.88M 0.02%
39,694
+5,670
760
$1.88M 0.02%
97,363
+43,207
761
$1.88M 0.02%
24,695
+1,425
762
$1.88M 0.02%
97,064
-5,108
763
$1.88M 0.02%
232,109
+3,650
764
$1.87M 0.02%
163,107
-52,529
765
$1.87M 0.02%
53,887
-4,580
766
$1.87M 0.02%
16,770
-2,857
767
$1.86M 0.02%
74,677
+2,946
768
$1.86M 0.02%
46,747
+4,154
769
$1.86M 0.02%
4
-1
770
$1.86M 0.02%
38,874
+18,954
771
$1.86M 0.02%
9,928
-711
772
$1.86M 0.02%
47,401
-311
773
$1.85M 0.02%
44,159
-6,064
774
$1.84M 0.02%
74,620
-9,970
775
$1.84M 0.02%
9,890
-2,105
29 30
31
32 33