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
1001
$1.07M 0.01%
33,016
+5,901
1002
$1.06M 0.01%
16,279
+3,930
1003
$1.06M 0.01%
72,409
+27,662
1004
$1.06M 0.01%
71,974
+9,268
1005
$1.06M 0.01%
45,164
-80
1006
$1.06M 0.01%
27,062
-290
1007
$1.06M 0.01%
46,070
-1,682
1008
$1.06M 0.01%
23,866
+561
1009
$1.06M 0.01%
31,432
+4,094
1010
$1.06M 0.01%
34,217
+14,981
1011
$1.05M 0.01%
44,970
+6,330
1012
$1.05M 0.01%
25,895
+5,794
1013
$1.05M 0.01%
61,523
+1,515
1014
$1.04M 0.01%
1,734,441
+44,600
1015
$1.04M 0.01%
128,152
+9,748
1016
$1.04M 0.01%
39,062
-20,728
1017
$1.04M 0.01%
14,684
-276
1018
$1.04M 0.01%
22,360
-1,194
1019
$1.03M 0.01%
25,076
-18
1020
$1.03M 0.01%
20,046
+4,578
1021
$1.03M 0.01%
40,259
+21,776
1022
$1.02M 0.01%
21,228
-2,791
1023
$1.02M 0.01%
6,580
-152
1024
$1.02M 0.01%
17,753
+719
1025
$1.02M 0.01%
3,204
+108
39 40
41
42 43