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
126
$17.6M 0.15%
548,633
+220,580
127
$17.6M 0.15%
62,940
+721
128
$17.6M 0.15%
168,874
-10,934
129
$17.4M 0.15%
564,349
+34,233
130
$17.1M 0.15%
339,119
-110,758
131
$16.9M 0.15%
279,379
-5,586
132
$16.8M 0.15%
588,932
+41,163
133
$16.8M 0.15%
399,151
+63,963
134
$16.6M 0.15%
317,840
-18,771
135
$16.4M 0.14%
91,739
-232
136
$16M 0.14%
69,959
+4,403
137
$15.5M 0.14%
474,277
-22,759
138
$15.3M 0.13%
246,233
+11,654
139
$15.2M 0.13%
280,563
+51,380
140
$15M 0.13%
478,279
+24,740
141
$14.9M 0.13%
38,631
+4,304
142
$14.7M 0.13%
125,783
-7,702
143
$14.7M 0.13%
161,884
-64,362
144
$14.5M 0.13%
108,524
+2,045
145
$14.5M 0.13%
146,010
-50,911
146
$14.3M 0.12%
283,789
-48,768
147
$14.1M 0.12%
144,243
+6,425
148
$14M 0.12%
84,406
-8,483
149
$13.9M 0.12%
96,458
+23,550
150
$13.9M 0.12%
100,339
+63,163
4 5
6
7 8