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
1251
$672K 0.01%
2,241
+153
1252
$672K 0.01%
8,194
+1,556
1253
$671K 0.01%
21,201
-841
1254
$669K 0.01%
120
+4
1255
$667K 0.01%
4,096
-176
1256
$666K 0.01%
1,606
-53
1257
$665K 0.01%
29,592
+8,415
1258
$664K 0.01%
20,764
+5,281
1259
$663K 0.01%
52,839
+2,029
1260
$659K 0.01%
8,876
+81
1261
$657K 0.01%
10,875
+3,828
1262
$656K 0.01%
35,235
-419
1263
$655K 0.01%
11,130
+91
1264
$655K 0.01%
9,034
-2,748
1265
$654K 0.01%
22,981
-399
1266
$653K 0.01%
28,355
+11,772
1267
$651K 0.01%
11,911
+1,551
1268
$651K 0.01%
+13,455
1269
$650K 0.01%
7,653
+321
1270
$650K 0.01%
29,565
+3,784
1271
$649K 0.01%
25,948
+44
1272
$648K 0.01%
17,213
+552
1273
$648K 0.01%
11,199
+1,559
1274
$647K 0.01%
9,485
-1,664
1275
$647K 0.01%
14,628
-2,419
49 50
51
52 53