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
1226
$699K 0.01%
15,978
-69,382
1227
$698K 0.01%
58,198
+7,106
1228
$698K 0.01%
58,438
+2,944
1229
$698K 0.01%
10,406
-21,778
1230
$695K 0.01%
17,637
-329
1231
$695K 0.01%
8,059
-296
1232
$695K 0.01%
12,791
-1,809
1233
$694K 0.01%
25,742
+16,494
1234
$694K 0.01%
22,074
-407
1235
$693K 0.01%
68,286
+11,490
1236
$691K 0.01%
4,585
+221
1237
$688K 0.01%
33,115
+436
1238
$683K 0.01%
2,149
-73
1239
$681K 0.01%
17,279
+8,270
1240
$681K 0.01%
17,071
-2,558
1241
$679K 0.01%
61,901
-8,471
1242
$678K 0.01%
13,702
-348
1243
$678K 0.01%
30,076
+1,731
1244
$677K 0.01%
9,589
+109
1245
$677K 0.01%
15,767
+1,097
1246
$676K 0.01%
4,797
+314
1247
$675K 0.01%
12,883
-356
1248
$675K 0.01%
19,796
-10,901
1249
$675K 0.01%
+7,275
1250
$673K 0.01%
5,589
-533
48 49
50
51 52