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
826
$1.65M 0.01%
30,351
-2,563
827
$1.63M 0.01%
66,430
-13,383
828
$1.63M 0.01%
44,666
+2,363
829
$1.62M 0.01%
74,771
+6,440
830
$1.62M 0.01%
11,664
+381
831
$1.62M 0.01%
10,733
+278
832
$1.62M 0.01%
28,382
+884
833
$1.62M 0.01%
93,358
+25,357
834
$1.61M 0.01%
84,873
-272,659
835
$1.61M 0.01%
12,359
-892
836
$1.61M 0.01%
40,560
-68,162
837
$1.6M 0.01%
16,348
-10,163
838
$1.6M 0.01%
49,031
+1,777
839
$1.59M 0.01%
33,133
+691
840
$1.58M 0.01%
78,090
+12,471
841
$1.58M 0.01%
4,840
+105
842
$1.57M 0.01%
35,443
+7,426
843
$1.57M 0.01%
48,962
+11,610
844
$1.56M 0.01%
78,443
-2,108
845
$1.55M 0.01%
23,683
+6,718
846
$1.54M 0.01%
24,930
-112,569
847
$1.54M 0.01%
56,270
-56,724
848
$1.54M 0.01%
6,241
+262
849
$1.54M 0.01%
184,679
+16,042
850
$1.54M 0.01%
18,446
+1,282
32 33
34
35 36