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
976
$1.13M 0.01%
253,052
+238,278
977
$1.13M 0.01%
3,247
-114
978
$1.12M 0.01%
2,244
-1,237
979
$1.12M 0.01%
18,426
+847
980
$1.12M 0.01%
80,392
-86
981
$1.11M 0.01%
31,859
-1,117
982
$1.11M 0.01%
47,273
-7,068
983
$1.11M 0.01%
24,627
+18,355
984
$1.11M 0.01%
46,150
-41,421
985
$1.11M 0.01%
26,141
+8,313
986
$1.1M 0.01%
11,653
-6,130
987
$1.1M 0.01%
5,546
-25
988
$1.1M 0.01%
4,206
+103
989
$1.1M 0.01%
17,942
+2,673
990
$1.09M 0.01%
40,425
991
$1.09M 0.01%
23,722
+3,718
992
$1.08M 0.01%
24,558
-301
993
$1.08M 0.01%
10,348
-170
994
$1.08M 0.01%
28,593
-1,655
995
$1.08M 0.01%
50,717
+5,775
996
$1.08M 0.01%
7,922
-2,395
997
$1.08M 0.01%
10,689
+231
998
$1.07M 0.01%
5,989
+189
999
$1.07M 0.01%
42,368
-16,494
1000
$1.07M 0.01%
44,270
+24,945
38 39
40
41 42