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
176
$12.3M 0.11%
146,363
+3,005
177
$12.2M 0.11%
175,555
+8,074
178
$12.1M 0.11%
392,492
-22,718
179
$12.1M 0.11%
148,817
-52,760
180
$12.1M 0.11%
477,542
+6,633
181
$12M 0.11%
317,556
+32,487
182
$12M 0.1%
586,278
+232,466
183
$11.7M 0.1%
361,253
-68,598
184
$11.7M 0.1%
94,925
-492
185
$11.6M 0.1%
397,424
-456,068
186
$11.6M 0.1%
479,099
-6,551
187
$11.6M 0.1%
119,130
+9,987
188
$11.6M 0.1%
487,641
+39,147
189
$11.5M 0.1%
405,034
+347,547
190
$11.5M 0.1%
207,095
+21,784
191
$11.4M 0.1%
180,918
-89,275
192
$11.4M 0.1%
304,247
+66,103
193
$11.4M 0.1%
19,699
-1,427
194
$11.3M 0.1%
111,377
-927
195
$11.1M 0.1%
250,219
+34,242
196
$11M 0.1%
33,681
-392
197
$10.9M 0.1%
305,998
-9,806
198
$10.8M 0.09%
235,019
+49,309
199
$10.7M 0.09%
91,101
+29,563
200
$10.7M 0.09%
455,006
-101,747
6 7
8
9 10