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
1201
$729K 0.01%
23,616
+10,091
1202
$727K 0.01%
24,328
+212
1203
$725K 0.01%
5,684
+440
1204
$725K 0.01%
39,027
-4,806
1205
$724K 0.01%
65,786
+6,940
1206
$723K 0.01%
57,175
+2,490
1207
$722K 0.01%
46,506
-29,584
1208
$722K 0.01%
5,457
-974
1209
$722K 0.01%
33,242
+2,381
1210
$720K 0.01%
58,979
-1,584
1211
$719K 0.01%
26,150
-871
1212
$718K 0.01%
14,232
-1,004
1213
$717K 0.01%
+33,597
1214
$717K 0.01%
22,090
-4,703
1215
$716K 0.01%
39,500
+13,115
1216
$716K 0.01%
27,830
-1,268
1217
$715K 0.01%
42,704
+7,761
1218
$715K 0.01%
84,606
+4,110
1219
$714K 0.01%
55,430
+8,498
1220
$712K 0.01%
10,602
+7,198
1221
$711K 0.01%
3,105
-15
1222
$708K 0.01%
7,763
+1,383
1223
$708K 0.01%
23,234
+1,463
1224
$706K 0.01%
27,298
-753
1225
$702K 0.01%
17,754
+2,289
47 48
49
50 51