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
1176
$754K 0.01%
5,434
+1,268
1177
$753K 0.01%
11,711
+1,329
1178
$752K 0.01%
11,772
+749
1179
$750K 0.01%
36,165
-126
1180
$749K 0.01%
15,316
+2,229
1181
$749K 0.01%
11,029
+2,461
1182
$748K 0.01%
119,067
-14,312
1183
$748K 0.01%
73,287
+16,965
1184
$745K 0.01%
5,444
-42
1185
$744K 0.01%
11,302
+1,320
1186
$743K 0.01%
45,964
+5,607
1187
$742K 0.01%
35,640
+3,578
1188
$741K 0.01%
9,031
-383
1189
$740K 0.01%
3,421
+204
1190
$740K 0.01%
26,087
+370
1191
$740K 0.01%
7,934
+837
1192
$739K 0.01%
7,602
-127
1193
$738K 0.01%
17,094
-762
1194
$736K 0.01%
6,719
+551
1195
$736K 0.01%
20,738
-42,642
1196
$735K 0.01%
25,390
1197
$734K 0.01%
13,984
-2,000
1198
$734K 0.01%
39,528
+5,649
1199
$731K 0.01%
3,287
+1,763
1200
$730K 0.01%
13,997
-494
46 47
48
49 50