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
1101
$874K 0.01%
14,202
+973
1102
$873K 0.01%
13,055
-1,179
1103
$864K 0.01%
13,683
+638
1104
$863K 0.01%
38,718
-15,204
1105
$861K 0.01%
18,963
+158
1106
$861K 0.01%
6,900
+30
1107
$860K 0.01%
13,808
-67,399
1108
$857K 0.01%
7,164
+223
1109
$855K 0.01%
10,895
-393
1110
$855K 0.01%
16,823
-1,045
1111
$854K 0.01%
18,092
-27,694
1112
$854K 0.01%
8,929
+1,704
1113
$852K 0.01%
27,076
+7,259
1114
$850K 0.01%
8,873
-174
1115
$849K 0.01%
555
-458
1116
$847K 0.01%
14,223
-489
1117
$846K 0.01%
4,169
-552
1118
$842K 0.01%
20,796
+2,664
1119
$842K 0.01%
19,212
-11,287
1120
$839K 0.01%
19,221
+364
1121
$838K 0.01%
6,624
-296
1122
$838K 0.01%
1,192
+476
1123
$837K 0.01%
+10,199
1124
$834K 0.01%
7,575
+2,133
1125
$832K 0.01%
45,330
+1,307
43 44
45
46 47