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
1351
$572K 0.01%
24,620
-7,346
1352
$568K 0.01%
7,728
+1,062
1353
$568K 0.01%
21,533
-3,923
1354
$567K 0.01%
5,936
+217
1355
$566K ﹤0.01%
13,558
-8,408
1356
$564K ﹤0.01%
3,978
+1,052
1357
$564K ﹤0.01%
4,303
-110
1358
$564K ﹤0.01%
28,516
+1,110
1359
$562K ﹤0.01%
39,727
+10,259
1360
$562K ﹤0.01%
86,752
+20,000
1361
$560K ﹤0.01%
3,900
-1,092
1362
$560K ﹤0.01%
30,485
+649
1363
$559K ﹤0.01%
37,174
+18,605
1364
$559K ﹤0.01%
12,346
1365
$556K ﹤0.01%
+19,329
1366
$555K ﹤0.01%
16,185
-6,437
1367
$555K ﹤0.01%
+59,348
1368
$554K ﹤0.01%
13,606
-1,713
1369
$554K ﹤0.01%
8,026
-22
1370
$552K ﹤0.01%
7,455
+1,455
1371
$552K ﹤0.01%
6,485
-63,528
1372
$552K ﹤0.01%
+21,861
1373
$551K ﹤0.01%
+4,353
1374
$549K ﹤0.01%
1,807
+253
1375
$547K ﹤0.01%
14,636
-393
53 54
55
56 57