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
1026
$1.02M 0.01%
10,228
+873
1027
$1.02M 0.01%
28,768
-4,226
1028
$1.02M 0.01%
3,345
+387
1029
$1.01M 0.01%
17,836
-704
1030
$1.01M 0.01%
32,884
-2,459
1031
$1.01M 0.01%
21,484
-4,666
1032
$1.01M 0.01%
32,262
+7,809
1033
$1.01M 0.01%
13,742
-130
1034
$1M 0.01%
+37,770
1035
$1M 0.01%
90,759
+3,489
1036
$1M 0.01%
13,255
-64,635
1037
$1M 0.01%
37,936
+8,732
1038
$997K 0.01%
32,840
+13,367
1039
$997K 0.01%
36,120
+1,330
1040
$996K 0.01%
9,872
+4,673
1041
$992K 0.01%
25,910
-4,071
1042
$990K 0.01%
13,808
-545
1043
$987K 0.01%
53,830
+458
1044
$986K 0.01%
23,287
+4,669
1045
$984K 0.01%
6,718
-200
1046
$980K 0.01%
11,115
+1,939
1047
$978K 0.01%
18,676
+3,341
1048
$973K 0.01%
36,992
+12,295
1049
$971K 0.01%
12,023
+85
1050
$967K 0.01%
23,708
+4,327
40 41
42
43 44