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
76
$28.4M 0.25%
1,634,104
-458,384
77
$28.1M 0.25%
626,130
+22,739
78
$27.6M 0.24%
130,006
-6,859
79
$27.5M 0.24%
93,120
-6,658
80
$27.4M 0.24%
947,129
+423,994
81
$26.8M 0.23%
216,495
-24,610
82
$26.8M 0.23%
86,701
+2,994
83
$26.5M 0.23%
178,549
-2,223
84
$26.1M 0.23%
172,284
-819
85
$25.5M 0.22%
76,708
-41,057
86
$25M 0.22%
980,978
+373,377
87
$25M 0.22%
426,918
-15,900
88
$24.9M 0.22%
299,717
-3,057
89
$23.7M 0.21%
349,533
+9,510
90
$23M 0.2%
63,169
-910
91
$23M 0.2%
108,826
-2,051
92
$22.8M 0.2%
124,310
-962
93
$22.8M 0.2%
449,492
+17,269
94
$22.7M 0.2%
400,511
-24,628
95
$22.6M 0.2%
432,919
+20,242
96
$22.6M 0.2%
380,143
+121,964
97
$22.5M 0.2%
482,303
+10,032
98
$22M 0.19%
396,989
+50,459
99
$21.8M 0.19%
46,095
-36
100
$21.8M 0.19%
238,617
+47,719
2 3
4
5 6