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
1526
$418K ﹤0.01%
13,964
-14,981
1527
$417K ﹤0.01%
8,425
+34
1528
$416K ﹤0.01%
+4,597
1529
$416K ﹤0.01%
8,011
-779
1530
$416K ﹤0.01%
36,775
+4,000
1531
$415K ﹤0.01%
4,676
+636
1532
$414K ﹤0.01%
5,071
-166
1533
$412K ﹤0.01%
8,645
-1,084
1534
$411K ﹤0.01%
43,775
+1,050
1535
$410K ﹤0.01%
3,613
+192
1536
$408K ﹤0.01%
10,814
-6,201
1537
$408K ﹤0.01%
45,902
-473
1538
$407K ﹤0.01%
14,553
-1,700
1539
$406K ﹤0.01%
113,957
+44,802
1540
$405K ﹤0.01%
2,844
-79
1541
$405K ﹤0.01%
16,843
+2,589
1542
$405K ﹤0.01%
2,500
-70
1543
$405K ﹤0.01%
17,989
-116
1544
$405K ﹤0.01%
9,342
+25
1545
$405K ﹤0.01%
714
+45
1546
$404K ﹤0.01%
5,555
-212
1547
$403K ﹤0.01%
43,601
-22,945
1548
$403K ﹤0.01%
+2,381
1549
$400K ﹤0.01%
4,874
+310
1550
$400K ﹤0.01%
3,825
-1,083
60 61
62
63 64