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
2001
$155K ﹤0.01%
+13,957
2002
$154K ﹤0.01%
10,935
+720
2003
$152K ﹤0.01%
15,690
-665
2004
$150K ﹤0.01%
13,369
-382
2005
$148K ﹤0.01%
12,291
+99
2006
$148K ﹤0.01%
+14,234
2007
$147K ﹤0.01%
15,979
+1,309
2008
$147K ﹤0.01%
22,142
-16
2009
$147K ﹤0.01%
29,842
-1,747
2010
$145K ﹤0.01%
11,356
+709
2011
$143K ﹤0.01%
16,262
2012
$143K ﹤0.01%
13,850
-31
2013
$142K ﹤0.01%
11,779
-9,064
2014
$142K ﹤0.01%
+71,875
2015
$141K ﹤0.01%
+12,098
2016
$141K ﹤0.01%
18,060
-500
2017
$140K ﹤0.01%
23,792
-5,670
2018
$139K ﹤0.01%
12,975
-113
2019
$137K ﹤0.01%
10,443
-17,233
2020
$135K ﹤0.01%
14,415
+2,682
2021
$135K ﹤0.01%
10,703
-17
2022
$134K ﹤0.01%
26,418
-3,761
2023
$130K ﹤0.01%
+17,869
2024
$129K ﹤0.01%
11,377
-128
2025
$129K ﹤0.01%
50,839
+9,385
79 80
81
82 83