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
1276
$647K 0.01%
12,842
+368
1277
$646K 0.01%
1,886
-557
1278
$646K 0.01%
6,847
+1,333
1279
$646K 0.01%
26,306
-6,556
1280
$644K 0.01%
28,076
-1,123
1281
$643K 0.01%
33,289
+6,263
1282
$643K 0.01%
30,108
-2,730
1283
$642K 0.01%
27,896
+310
1284
$639K 0.01%
+24,152
1285
$639K 0.01%
13,448
1286
$638K 0.01%
+17,710
1287
$637K 0.01%
+23,189
1288
$636K 0.01%
33,886
+23,547
1289
$632K 0.01%
24,207
+13,803
1290
$632K 0.01%
23,504
-136
1291
$631K 0.01%
12,007
+1,314
1292
$630K 0.01%
12,641
-2,218
1293
$628K 0.01%
492
-19
1294
$628K 0.01%
8,250
+795
1295
$627K 0.01%
35,239
+13,836
1296
$626K 0.01%
22,889
-375
1297
$625K 0.01%
35,860
-413
1298
$623K 0.01%
5,560
-361
1299
$623K 0.01%
3,535
-9
1300
$622K 0.01%
10,515
-16
50 51
52
53 54