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
1551
$399K ﹤0.01%
3,685
+158
1552
$399K ﹤0.01%
+17,758
1553
$398K ﹤0.01%
22,394
+6,192
1554
$397K ﹤0.01%
+11,893
1555
$396K ﹤0.01%
22,662
+1,864
1556
$393K ﹤0.01%
5,330
-6,333
1557
$393K ﹤0.01%
7,625
-74
1558
$392K ﹤0.01%
37,284
+13,071
1559
$391K ﹤0.01%
10,000
+102
1560
$390K ﹤0.01%
1,724
+51
1561
$390K ﹤0.01%
12,574
1562
$389K ﹤0.01%
32,800
-2,187
1563
$388K ﹤0.01%
62,625
-2,941
1564
$388K ﹤0.01%
6,639
-182
1565
$385K ﹤0.01%
6,071
-14
1566
$385K ﹤0.01%
12,521
+3,838
1567
$383K ﹤0.01%
6,539
+786
1568
$383K ﹤0.01%
3,213
-53
1569
$382K ﹤0.01%
17,605
-73
1570
$382K ﹤0.01%
11,458
-1,262
1571
$381K ﹤0.01%
1,065
-225
1572
$381K ﹤0.01%
18,900
-67
1573
$379K ﹤0.01%
11,153
+233
1574
$379K ﹤0.01%
33,399
-180
1575
$378K ﹤0.01%
12,815
+3,854
61 62
63
64 65