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
151
$13.8M 0.12%
124,784
-123,683
152
$13.7M 0.12%
184,300
-15,111
153
$13.7M 0.12%
134,498
-52,864
154
$13.6M 0.12%
432,139
+323,659
155
$13.6M 0.12%
56,197
+3,039
156
$13.6M 0.12%
69,862
+4,426
157
$13.5M 0.12%
323,993
-738,699
158
$13.5M 0.12%
382,193
+17,897
159
$13.4M 0.12%
413,500
+76,694
160
$13.4M 0.12%
537,767
+77,084
161
$13.4M 0.12%
32,449
+5,235
162
$13.3M 0.12%
190,880
+12,388
163
$13.2M 0.12%
382,540
-8,110
164
$13.2M 0.12%
275,187
+33,001
165
$13.1M 0.11%
183,193
+8,950
166
$13.1M 0.11%
129,385
-8,648
167
$13M 0.11%
140,903
+3,279
168
$12.9M 0.11%
525,077
-54,050
169
$12.8M 0.11%
140,464
+4,698
170
$12.7M 0.11%
257,014
+105,385
171
$12.7M 0.11%
265,150
-7,820
172
$12.6M 0.11%
384,875
-173,063
173
$12.5M 0.11%
570,165
-15,015
174
$12.4M 0.11%
32,297
+1,691
175
$12.3M 0.11%
198,963
+2,673
5 6
7
8 9