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
1426
$504K ﹤0.01%
5,099
+744
1427
$503K ﹤0.01%
55,252
-2,448
1428
$501K ﹤0.01%
42,897
-3,565
1429
$501K ﹤0.01%
17,003
-1,898
1430
$500K ﹤0.01%
5,655
-5
1431
$500K ﹤0.01%
+3,931
1432
$499K ﹤0.01%
16,737
+9,099
1433
$498K ﹤0.01%
7,907
+165
1434
$498K ﹤0.01%
11,139
-1,040
1435
$497K ﹤0.01%
+5,206
1436
$497K ﹤0.01%
19,905
+688
1437
$497K ﹤0.01%
21,051
+7,555
1438
$497K ﹤0.01%
+4,471
1439
$497K ﹤0.01%
22,388
-623
1440
$496K ﹤0.01%
21,233
-35
1441
$495K ﹤0.01%
7,330
+420
1442
$495K ﹤0.01%
7,377
-160
1443
$494K ﹤0.01%
5,644
+11
1444
$492K ﹤0.01%
46,183
+25,451
1445
$491K ﹤0.01%
12,326
+40
1446
$490K ﹤0.01%
38,890
+1,275
1447
$490K ﹤0.01%
14,499
+3,730
1448
$489K ﹤0.01%
9,916
+1,147
1449
$489K ﹤0.01%
18,078
-270,543
1450
$489K ﹤0.01%
6,693
-198
56 57
58
59 60