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
1501
$441K ﹤0.01%
+13,450
1502
$441K ﹤0.01%
16,565
+2,860
1503
$440K ﹤0.01%
96,921
-345
1504
$440K ﹤0.01%
11,300
1505
$438K ﹤0.01%
1,957
+6
1506
$438K ﹤0.01%
49,687
+886
1507
$437K ﹤0.01%
62,775
-1,135
1508
$437K ﹤0.01%
17,374
-900
1509
$437K ﹤0.01%
31,288
+14,777
1510
$435K ﹤0.01%
12,431
-3,161
1511
$432K ﹤0.01%
4,632
-728
1512
$431K ﹤0.01%
25,330
-3,061
1513
$430K ﹤0.01%
9,837
+572
1514
$429K ﹤0.01%
16,526
+2,290
1515
$428K ﹤0.01%
3,889
-1,349
1516
$427K ﹤0.01%
12,525
-1,470
1517
$426K ﹤0.01%
5,766
-851
1518
$425K ﹤0.01%
+35,842
1519
$424K ﹤0.01%
3,659
+1,384
1520
$423K ﹤0.01%
4,874
+595
1521
$423K ﹤0.01%
2,032
-41
1522
$422K ﹤0.01%
35,171
1523
$422K ﹤0.01%
6,920
+140
1524
$419K ﹤0.01%
1,402
+169
1525
$419K ﹤0.01%
17,464
-18,813
59 60
61
62 63