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
101
$21.6M 0.19%
556,164
+59,995
102
$21.6M 0.19%
62,865
+455
103
$21.5M 0.19%
259,013
+6,524
104
$21.3M 0.19%
42,841
-673
105
$21.3M 0.19%
134,070
-8,801
106
$20.6M 0.18%
505,989
-331,599
107
$20.4M 0.18%
90,066
+9,155
108
$20.4M 0.18%
112,052
+4,981
109
$20.3M 0.18%
265,475
+1,703
110
$20.2M 0.18%
270,539
+19,639
111
$20.1M 0.18%
181,703
-29,313
112
$20M 0.17%
99,806
+104
113
$19.8M 0.17%
128,710
+31,724
114
$19.7M 0.17%
149,529
+142,218
115
$19.7M 0.17%
196,897
-3,786
116
$19.7M 0.17%
258,194
+28,842
117
$19.4M 0.17%
347,749
+29,548
118
$19M 0.17%
220,649
+67,243
119
$19M 0.17%
97,679
+4,454
120
$18.9M 0.17%
295,300
+39,720
121
$18.3M 0.16%
86,248
-1,846
122
$18.3M 0.16%
411,483
-7,879
123
$17.9M 0.16%
183,108
+12,886
124
$17.7M 0.15%
78,596
-10,799
125
$17.6M 0.15%
916,036
+32,370
3 4
5
6 7