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
901
$1.36M 0.01%
6,048
+1,880
902
$1.36M 0.01%
33,952
-43,251
903
$1.35M 0.01%
13,894
+1,436
904
$1.35M 0.01%
46,377
+1,154
905
$1.35M 0.01%
45,687
+6,920
906
$1.35M 0.01%
+44,253
907
$1.34M 0.01%
33,543
+2,442
908
$1.33M 0.01%
11,852
+596
909
$1.32M 0.01%
14,294
+1,996
910
$1.32M 0.01%
118,949
+2,459
911
$1.32M 0.01%
43,413
+366
912
$1.32M 0.01%
22,368
-238
913
$1.32M 0.01%
27,927
+11,551
914
$1.32M 0.01%
68,223
+12,517
915
$1.31M 0.01%
9,947
+1,574
916
$1.31M 0.01%
54,749
+20,011
917
$1.31M 0.01%
24,347
+12,299
918
$1.3M 0.01%
6,200
-1,011
919
$1.3M 0.01%
103,856
-45,700
920
$1.3M 0.01%
43,135
+46
921
$1.3M 0.01%
15,747
-44,005
922
$1.29M 0.01%
37,070
-2,052
923
$1.29M 0.01%
29,488
+7,426
924
$1.29M 0.01%
92,800
+13,123
925
$1.29M 0.01%
9,317
+3,479
35 36
37
38 39