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
851
$1.54M 0.01%
14,301
-1,479
852
$1.53M 0.01%
33,401
+25,553
853
$1.53M 0.01%
35,269
-681
854
$1.53M 0.01%
77,136
-28,197
855
$1.52M 0.01%
15,830
-1,705
856
$1.52M 0.01%
27,714
+257
857
$1.51M 0.01%
46,706
+1,452
858
$1.51M 0.01%
197,734
+10,456
859
$1.51M 0.01%
47,764
-4,072
860
$1.49M 0.01%
+28,722
861
$1.48M 0.01%
49,961
-699
862
$1.48M 0.01%
9,765
+1,652
863
$1.48M 0.01%
46,099
-7,597
864
$1.47M 0.01%
46,365
+212
865
$1.47M 0.01%
28,898
+3,915
866
$1.46M 0.01%
9,006
-661
867
$1.46M 0.01%
82,785
+14,120
868
$1.46M 0.01%
65,905
+2,300
869
$1.46M 0.01%
54,028
+1,565
870
$1.46M 0.01%
63,267
+3,813
871
$1.45M 0.01%
41,222
-1,172
872
$1.45M 0.01%
29,380
-37,455
873
$1.45M 0.01%
18,187
-199
874
$1.45M 0.01%
41,034
-2,573
875
$1.45M 0.01%
282,835
-8,963
33 34
35
36 37