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
201
$10.6M 0.09%
96,592
-19,262
202
$10.5M 0.09%
166,068
+6,728
203
$10.5M 0.09%
326,783
+315,754
204
$10.5M 0.09%
234,658
-1,903
205
$10.5M 0.09%
156,689
-69,034
206
$10.3M 0.09%
331,477
-56,053
207
$10.3M 0.09%
128,063
+13,111
208
$10.3M 0.09%
814,892
+22,332
209
$10.2M 0.09%
74,650
-2,421
210
$10.2M 0.09%
383,184
+35,307
211
$10.2M 0.09%
244,940
-102,863
212
$10.1M 0.09%
302,835
+42,395
213
$9.99M 0.09%
71,220
+1,019
214
$9.97M 0.09%
81,311
+2,357
215
$9.96M 0.09%
71,373
+5,654
216
$9.95M 0.09%
103,132
+5,633
217
$9.93M 0.09%
290,867
+166,674
218
$9.92M 0.09%
106,709
+4,282
219
$9.83M 0.09%
109,299
-7,093
220
$9.8M 0.09%
51,284
-583
221
$9.79M 0.09%
442,657
+4,840
222
$9.77M 0.09%
139,701
+11,623
223
$9.75M 0.09%
309,712
+116,198
224
$9.62M 0.08%
93,588
+18,352
225
$9.58M 0.08%
14,311
+674
7 8
9
10 11