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
876
$1.44M 0.01%
51,841
-734
877
$1.44M 0.01%
53,861
-2,142
878
$1.43M 0.01%
17,350
-2,316
879
$1.42M 0.01%
6,295
+1,843
880
$1.42M 0.01%
30,433
+4,457
881
$1.42M 0.01%
24,666
-15,726
882
$1.42M 0.01%
28,526
-18,658
883
$1.41M 0.01%
87,406
-5,106
884
$1.41M 0.01%
41,499
+23,370
885
$1.41M 0.01%
4,800
+194
886
$1.41M 0.01%
21,100
+3,550
887
$1.4M 0.01%
32,571
+728
888
$1.4M 0.01%
47,252
+3,601
889
$1.4M 0.01%
7,105
-196
890
$1.4M 0.01%
75,306
-10,261
891
$1.39M 0.01%
192,536
+30,911
892
$1.39M 0.01%
53,547
+220
893
$1.39M 0.01%
43,031
-2,352
894
$1.39M 0.01%
17,219
+102
895
$1.38M 0.01%
27,449
+1,386
896
$1.38M 0.01%
42,017
+373
897
$1.37M 0.01%
7,993
+2,050
898
$1.37M 0.01%
1,852
-66
899
$1.36M 0.01%
6,389
+821
900
$1.36M 0.01%
17,172
+2,219
34 35
36
37 38