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
1126
$824K 0.01%
33,833
+1,329
1127
$823K 0.01%
9,111
+719
1128
$823K 0.01%
14,510
+3,244
1129
$823K 0.01%
61,203
+6,217
1130
$822K 0.01%
9,483
+1,470
1131
$821K 0.01%
27,960
+320
1132
$821K 0.01%
31,354
-400
1133
$821K 0.01%
8,354
-57
1134
$820K 0.01%
27,941
-1,518
1135
$819K 0.01%
39,366
-60,475
1136
$819K 0.01%
134,924
+18,659
1137
$817K 0.01%
5,413
+856
1138
$815K 0.01%
36,181
+26
1139
$815K 0.01%
16,200
+144
1140
$811K 0.01%
36,298
+1,536
1141
$811K 0.01%
13,813
+5,263
1142
$810K 0.01%
30,828
-8,024
1143
$809K 0.01%
52,319
+1,560
1144
$809K 0.01%
34,825
-54,822
1145
$804K 0.01%
22,406
+4,975
1146
$802K 0.01%
15,925
-7,733
1147
$801K 0.01%
26,443
+50
1148
$800K 0.01%
14,779
+4,284
1149
$797K 0.01%
1,663
-20
1150
$796K 0.01%
123,228
+13,799
44 45
46
47 48