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
1576
$376K ﹤0.01%
40,036
+883
1577
$375K ﹤0.01%
14,711
+2,617
1578
$374K ﹤0.01%
13,512
-2,812
1579
$373K ﹤0.01%
22,911
-2,147
1580
$372K ﹤0.01%
8,226
-374
1581
$372K ﹤0.01%
6,387
+1,945
1582
$371K ﹤0.01%
47,470
+32,770
1583
$370K ﹤0.01%
2,739
+508
1584
$370K ﹤0.01%
9,888
-510
1585
$370K ﹤0.01%
1,787
-2
1586
$370K ﹤0.01%
19,380
1587
$370K ﹤0.01%
380
+3
1588
$370K ﹤0.01%
+23,544
1589
$369K ﹤0.01%
32,998
-15,019
1590
$369K ﹤0.01%
+14,167
1591
$369K ﹤0.01%
2,383
+21
1592
$369K ﹤0.01%
15,935
-1,974
1593
$368K ﹤0.01%
4,131
+779
1594
$368K ﹤0.01%
4,843
+925
1595
$367K ﹤0.01%
4,366
-380
1596
$367K ﹤0.01%
4,418
-58
1597
$365K ﹤0.01%
+12,039
1598
$365K ﹤0.01%
5,570
+30
1599
$365K ﹤0.01%
21,065
-313
1600
$364K ﹤0.01%
28,319
+54
62 63
64
65 66