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
801
$1.75M 0.02%
38,144
+8,135
802
$1.74M 0.02%
60,736
+7,558
803
$1.74M 0.02%
36,625
+8,521
804
$1.72M 0.02%
30,888
+428
805
$1.72M 0.02%
17,176
+3,464
806
$1.72M 0.02%
17,926
-187
807
$1.71M 0.02%
18,625
-797
808
$1.7M 0.01%
32,581
+4,547
809
$1.69M 0.01%
+57,947
810
$1.69M 0.01%
23,985
-6,645
811
$1.69M 0.01%
22,265
+619
812
$1.69M 0.01%
59,990
-4,144
813
$1.69M 0.01%
+77,447
814
$1.69M 0.01%
24,574
+219
815
$1.69M 0.01%
15,209
-7,680
816
$1.68M 0.01%
47,492
+3,124
817
$1.68M 0.01%
6,211
-109
818
$1.67M 0.01%
8,404
+4,387
819
$1.67M 0.01%
39,780
-9,744
820
$1.67M 0.01%
62,575
-1,347
821
$1.67M 0.01%
17,225
-40
822
$1.66M 0.01%
41,014
+1,746
823
$1.66M 0.01%
+56,161
824
$1.66M 0.01%
10,288
+752
825
$1.66M 0.01%
189,204
+32,442
31 32
33
34 35