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
776
$1.84M 0.02%
47,667
-3,722
777
$1.84M 0.02%
33,355
+4,300
778
$1.84M 0.02%
47,254
+10,985
779
$1.83M 0.02%
5,972
-936
780
$1.82M 0.02%
12,716
-1,134
781
$1.82M 0.02%
48,348
-2,888
782
$1.81M 0.02%
16,072
+599
783
$1.8M 0.02%
122,214
+108,531
784
$1.79M 0.02%
32,595
+4,424
785
$1.79M 0.02%
25,719
+1,800
786
$1.79M 0.02%
115,774
+13,007
787
$1.78M 0.02%
9,320
+651
788
$1.78M 0.02%
66,061
+3,232
789
$1.78M 0.02%
94,311
-17,162
790
$1.78M 0.02%
50,432
-1,345
791
$1.78M 0.02%
56,179
-7,169
792
$1.77M 0.02%
11,535
-379
793
$1.77M 0.02%
26,248
-261
794
$1.77M 0.02%
50,724
+35,850
795
$1.77M 0.02%
116,921
-14,100
796
$1.76M 0.02%
40,801
+672
797
$1.75M 0.02%
10,330
+205
798
$1.75M 0.02%
97,206
+6,194
799
$1.75M 0.02%
37,167
-5,715
800
$1.75M 0.02%
32,625
+1,643
30 31
32
33 34