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
1076
$921K 0.01%
34,996
+3,751
1077
$921K 0.01%
30,635
-13,481
1078
$918K 0.01%
39,706
-12,774
1079
$918K 0.01%
2,140
+186
1080
$916K 0.01%
4,526
+52
1081
$916K 0.01%
13,975
+221
1082
$915K 0.01%
21,806
-578
1083
$915K 0.01%
5,332
+499
1084
$914K 0.01%
6,811
-41
1085
$912K 0.01%
7,729
-337
1086
$908K 0.01%
14,446
+671
1087
$902K 0.01%
6,791
+3,823
1088
$898K 0.01%
16,836
-10,511
1089
$897K 0.01%
+20,351
1090
$896K 0.01%
5,331
+487
1091
$893K 0.01%
28,900
-5,884
1092
$892K 0.01%
16,613
-999
1093
$891K 0.01%
30,755
+459
1094
$891K 0.01%
108,357
+19,428
1095
$890K 0.01%
23,572
+8,796
1096
$884K 0.01%
12,425
+1,392
1097
$883K 0.01%
30,945
1098
$882K 0.01%
+37,811
1099
$875K 0.01%
6,212
+135
1100
$874K 0.01%
4,572
-511
42 43
44
45 46