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
1326
$595K 0.01%
17,030
+1,412
1327
$594K 0.01%
27,674
+5,766
1328
$594K 0.01%
18,940
+1,278
1329
$594K 0.01%
1,594
+323
1330
$594K 0.01%
46,034
+9,498
1331
$593K 0.01%
5,631
-428
1332
$590K 0.01%
9,737
+3,845
1333
$589K 0.01%
8,518
-227
1334
$587K 0.01%
4,834
+21
1335
$587K 0.01%
29,187
-2,661
1336
$587K 0.01%
23,385
1337
$586K 0.01%
11,519
+4,634
1338
$586K 0.01%
17,003
+1,170
1339
$585K 0.01%
3,335
-903
1340
$585K 0.01%
7,025
-176
1341
$584K 0.01%
19,968
+1
1342
$583K 0.01%
11,005
-1,208
1343
$581K 0.01%
7,424
-7,817
1344
$581K 0.01%
8,039
-5,623
1345
$580K 0.01%
23,558
1346
$576K 0.01%
17,300
+2,564
1347
$576K 0.01%
28,967
+11,110
1348
$576K 0.01%
17,140
+7,450
1349
$575K 0.01%
13,576
+3,373
1350
$574K 0.01%
4,294
+415
52 53
54
55 56