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
1401
$522K ﹤0.01%
8,954
+63
1402
$522K ﹤0.01%
5,527
+33
1403
$521K ﹤0.01%
8,147
-344
1404
$520K ﹤0.01%
7,365
+2,388
1405
$520K ﹤0.01%
7,125
-4,965
1406
$518K ﹤0.01%
38,488
+4,369
1407
$518K ﹤0.01%
16,710
+2,809
1408
$517K ﹤0.01%
1,929
-264
1409
$515K ﹤0.01%
6,385
+305
1410
$514K ﹤0.01%
102,470
+1,350
1411
$514K ﹤0.01%
2,205
+699
1412
$513K ﹤0.01%
23,213
-64,342
1413
$511K ﹤0.01%
9,947
+2,611
1414
$511K ﹤0.01%
12,620
+5,136
1415
$510K ﹤0.01%
12,293
-15,508
1416
$510K ﹤0.01%
12,790
-267
1417
$509K ﹤0.01%
53,909
+70
1418
$509K ﹤0.01%
3,920
-327
1419
$508K ﹤0.01%
1,136
-65
1420
$507K ﹤0.01%
96,318
-46,534
1421
$505K ﹤0.01%
36,769
+250
1422
$505K ﹤0.01%
54,812
+7,269
1423
$504K ﹤0.01%
15,005
+2,830
1424
$504K ﹤0.01%
26,616
-17,224
1425
$504K ﹤0.01%
15,880
-18,687
55 56
57
58 59