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
951
$1.2M 0.01%
49,920
-242
952
$1.19M 0.01%
4,830
+539
953
$1.18M 0.01%
47,237
+1,351
954
$1.18M 0.01%
25,711
-19,415
955
$1.18M 0.01%
29,840
-4,975
956
$1.18M 0.01%
37,106
-1,900
957
$1.17M 0.01%
30,910
+7,020
958
$1.17M 0.01%
9,618
+2,114
959
$1.17M 0.01%
43,332
-4,304
960
$1.17M 0.01%
4,196
+123
961
$1.16M 0.01%
10,926
-1,489
962
$1.16M 0.01%
3,238
+308
963
$1.16M 0.01%
5,723
-354
964
$1.16M 0.01%
10,259
+2,125
965
$1.16M 0.01%
10,965
-100
966
$1.15M 0.01%
18,904
+10,081
967
$1.15M 0.01%
24,271
968
$1.14M 0.01%
27,468
-1,561
969
$1.14M 0.01%
19,618
-6,955
970
$1.14M 0.01%
38,772
+28,575
971
$1.14M 0.01%
+26,388
972
$1.14M 0.01%
3,424
-120
973
$1.13M 0.01%
26,372
+444
974
$1.13M 0.01%
15,360
+1,243
975
$1.13M 0.01%
60,013
+5,995
37 38
39
40 41