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
1476
$458K ﹤0.01%
2,107
-478
1477
$458K ﹤0.01%
5,129
-5,030
1478
$456K ﹤0.01%
32,959
+74
1479
$456K ﹤0.01%
13,415
+1,028
1480
$455K ﹤0.01%
9,524
+562
1481
$455K ﹤0.01%
15,340
-1,259
1482
$455K ﹤0.01%
+5,981
1483
$453K ﹤0.01%
7,172
-569
1484
$451K ﹤0.01%
16,015
+2,846
1485
$450K ﹤0.01%
3,465
+300
1486
$450K ﹤0.01%
7,172
+1,683
1487
$450K ﹤0.01%
14,230
+1,150
1488
$449K ﹤0.01%
8,339
+1,876
1489
$448K ﹤0.01%
38,317
+2,081
1490
$448K ﹤0.01%
+4,085
1491
$448K ﹤0.01%
+5,953
1492
$446K ﹤0.01%
1,921
-813
1493
$445K ﹤0.01%
1,665
-642
1494
$444K ﹤0.01%
5,639
-74
1495
$444K ﹤0.01%
6,140
-1,099
1496
$443K ﹤0.01%
40,389
+5,111
1497
$443K ﹤0.01%
1,821
-1,421
1498
$442K ﹤0.01%
43,828
-1,930
1499
$442K ﹤0.01%
5,490
+542
1500
$441K ﹤0.01%
15,517
+160
58 59
60
61 62