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
1151
$794K 0.01%
14,304
-1,069
1152
$791K 0.01%
16,055
-2,581
1153
$790K 0.01%
+10,507
1154
$787K 0.01%
14,871
+8,076
1155
$786K 0.01%
9,386
-22,144
1156
$784K 0.01%
136,672
+9,769
1157
$784K 0.01%
103,420
+32,388
1158
$782K 0.01%
9,269
+578
1159
$779K 0.01%
9,226
-915
1160
$779K 0.01%
16,095
+165
1161
$777K 0.01%
8,568
+1
1162
$777K 0.01%
8,102
+2,365
1163
$776K 0.01%
31,819
+429
1164
$776K 0.01%
7,998
+5,233
1165
$774K 0.01%
96,714
-2,208
1166
$773K 0.01%
35,840
+6,111
1167
$773K 0.01%
10,639
+764
1168
$772K 0.01%
14,405
+821
1169
$772K 0.01%
7,055
+3,975
1170
$762K 0.01%
15,595
-368
1171
$760K 0.01%
10,004
+222
1172
$760K 0.01%
11,790
+319
1173
$757K 0.01%
19,810
+1,869
1174
$757K 0.01%
+29,969
1175
$755K 0.01%
+11,144
45 46
47
48 49