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
1051
$961K 0.01%
4,161
-52
1052
$961K 0.01%
40,495
-427
1053
$961K 0.01%
6,613
-128
1054
$961K 0.01%
4,250
+354
1055
$960K 0.01%
17,772
-2,530
1056
$960K 0.01%
9,981
+39
1057
$959K 0.01%
18,730
+480
1058
$956K 0.01%
19,282
-8,725
1059
$955K 0.01%
41,894
+9,256
1060
$953K 0.01%
37,586
+3,452
1061
$946K 0.01%
25,878
-3,352
1062
$945K 0.01%
28,515
-2,244
1063
$945K 0.01%
6,677
-1,772
1064
$941K 0.01%
12,231
-584
1065
$941K 0.01%
37,877
+1,588
1066
$939K 0.01%
15,672
+834
1067
$937K 0.01%
40,915
+9,402
1068
$935K 0.01%
6,589
+3,692
1069
$930K 0.01%
25,099
-186
1070
$928K 0.01%
17,182
+2,176
1071
$928K 0.01%
31,553
+6,286
1072
$927K 0.01%
13,233
-709
1073
$927K 0.01%
9,770
-212
1074
$925K 0.01%
16,795
-572
1075
$922K 0.01%
8,539
+485
41 42
43
44 45