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
1451
$486K ﹤0.01%
+14,743
1452
$486K ﹤0.01%
35,845
-1,360
1453
$485K ﹤0.01%
19,000
1454
$484K ﹤0.01%
14,324
+1,382
1455
$484K ﹤0.01%
8,553
-185
1456
$484K ﹤0.01%
19,000
1457
$484K ﹤0.01%
8,751
+2,388
1458
$484K ﹤0.01%
10,945
-514
1459
$483K ﹤0.01%
47,881
-2,948
1460
$481K ﹤0.01%
29,348
-324
1461
$480K ﹤0.01%
41,379
+3,438
1462
$480K ﹤0.01%
1,435
-45
1463
$479K ﹤0.01%
8,478
-1,044
1464
$477K ﹤0.01%
+26,750
1465
$477K ﹤0.01%
3,272
+81
1466
$477K ﹤0.01%
5,493
+742
1467
$470K ﹤0.01%
12,357
+4,891
1468
$469K ﹤0.01%
58,872
+27,390
1469
$469K ﹤0.01%
29,212
1470
$467K ﹤0.01%
13,700
+145
1471
$466K ﹤0.01%
10,613
-7,985
1472
$466K ﹤0.01%
12,574
+1,786
1473
$462K ﹤0.01%
1,898
-288
1474
$460K ﹤0.01%
8,147
-1,243
1475
$459K ﹤0.01%
4,509
+421
57 58
59
60 61