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
1601
$363K ﹤0.01%
31,138
+328
1602
$363K ﹤0.01%
1,799
-81
1603
$363K ﹤0.01%
13,384
-11,909
1604
$363K ﹤0.01%
1,761
-272
1605
$363K ﹤0.01%
11,678
+1,288
1606
$362K ﹤0.01%
32,876
-346
1607
$362K ﹤0.01%
11,787
-400
1608
$361K ﹤0.01%
+7,078
1609
$361K ﹤0.01%
+1,949
1610
$358K ﹤0.01%
45,200
-7,650
1611
$358K ﹤0.01%
2,074
-98
1612
$358K ﹤0.01%
27,309
-300
1613
$357K ﹤0.01%
7,180
+433
1614
$356K ﹤0.01%
1,150
-315
1615
$356K ﹤0.01%
48,852
+35,500
1616
$356K ﹤0.01%
+3,213
1617
$353K ﹤0.01%
3,490
1618
$351K ﹤0.01%
15,155
-1,247
1619
$350K ﹤0.01%
6,603
+307
1620
$348K ﹤0.01%
5,664
-709
1621
$347K ﹤0.01%
8,262
+167
1622
$347K ﹤0.01%
12,355
+409
1623
$346K ﹤0.01%
65,570
+25,356
1624
$345K ﹤0.01%
2,521
+33
1625
$345K ﹤0.01%
8,393
-699
63 64
65
66 67