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
926
$1.28M 0.01%
53,780
+932
927
$1.27M 0.01%
15,752
+2,297
928
$1.26M 0.01%
36,808
+8,809
929
$1.26M 0.01%
59,296
-18,375
930
$1.26M 0.01%
4,398
-80
931
$1.26M 0.01%
4,896
+3,512
932
$1.25M 0.01%
60,452
+40,424
933
$1.24M 0.01%
39,383
-497
934
$1.24M 0.01%
9,389
+499
935
$1.24M 0.01%
36,511
+5,520
936
$1.23M 0.01%
35,115
-2,700
937
$1.23M 0.01%
68,412
+4,086
938
$1.23M 0.01%
102,877
+10,245
939
$1.23M 0.01%
19,656
-2,907
940
$1.23M 0.01%
30,510
+5,523
941
$1.22M 0.01%
19,316
+3,578
942
$1.22M 0.01%
18,274
+992
943
$1.21M 0.01%
40,385
+1,474
944
$1.21M 0.01%
37,955
-3,903
945
$1.21M 0.01%
19,830
+7,091
946
$1.21M 0.01%
108,572
-2,889
947
$1.21M 0.01%
24,620
+164
948
$1.2M 0.01%
8,499
-2,741
949
$1.2M 0.01%
24,524
+1,951
950
$1.2M 0.01%
12,396
+9,629
36 37
38
39 40