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
1376
$547K ﹤0.01%
13,595
-6,901
1377
$546K ﹤0.01%
+14,503
1378
$545K ﹤0.01%
7,289
+84
1379
$545K ﹤0.01%
17,540
-740
1380
$544K ﹤0.01%
34,467
+5,293
1381
$544K ﹤0.01%
4,473
+793
1382
$542K ﹤0.01%
7,154
-1,895
1383
$542K ﹤0.01%
+11,019
1384
$538K ﹤0.01%
46,661
+389
1385
$538K ﹤0.01%
31,149
-4,555
1386
$538K ﹤0.01%
26,978
+333
1387
$534K ﹤0.01%
14,808
-17,168
1388
$534K ﹤0.01%
42,247
-1,741
1389
$533K ﹤0.01%
32,583
-399
1390
$533K ﹤0.01%
33,078
+2,772
1391
$532K ﹤0.01%
4,952
+193
1392
$531K ﹤0.01%
21,308
+3,216
1393
$531K ﹤0.01%
18,864
-846
1394
$530K ﹤0.01%
+6,818
1395
$528K ﹤0.01%
10,832
-11,456
1396
$527K ﹤0.01%
4,881
-521
1397
$527K ﹤0.01%
2,527
-158
1398
$527K ﹤0.01%
3,608
-1,090
1399
$523K ﹤0.01%
8,453
+234
1400
$522K ﹤0.01%
9,386
+144
54 55
56
57 58