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
1301
$621K 0.01%
66,248
+515
1302
$621K 0.01%
4,943
-517
1303
$619K 0.01%
17,658
-66,681
1304
$618K 0.01%
15,208
+285
1305
$618K 0.01%
1,743
+227
1306
$617K 0.01%
32,793
-517
1307
$616K 0.01%
23,414
-1,861
1308
$615K 0.01%
62,332
-7,811
1309
$615K 0.01%
20,658
-324
1310
$614K 0.01%
39,954
+6,103
1311
$612K 0.01%
+2,373
1312
$612K 0.01%
24,716
+454
1313
$611K 0.01%
1,722
+83
1314
$610K 0.01%
18,355
-47
1315
$608K 0.01%
7,717
+874
1316
$608K 0.01%
22,591
+6,147
1317
$608K 0.01%
16,973
+101
1318
$607K 0.01%
17,871
-2,807
1319
$606K 0.01%
69,529
-10,051
1320
$605K 0.01%
12,663
-1,492
1321
$603K 0.01%
9,774
-3,697
1322
$600K 0.01%
3,823
+88
1323
$599K 0.01%
6,920
+586
1324
$599K 0.01%
5,349
+1,212
1325
$598K 0.01%
21,943
-343
51 52
53
54 55