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
1626
$345K ﹤0.01%
13,118
-14,558
1627
$343K ﹤0.01%
2,444
-268
1628
$343K ﹤0.01%
3,530
+59
1629
$343K ﹤0.01%
7,343
+607
1630
$343K ﹤0.01%
15,362
+965
1631
$342K ﹤0.01%
2,820
-69
1632
$341K ﹤0.01%
30,623
-1,887
1633
$341K ﹤0.01%
17,380
-1,120
1634
$340K ﹤0.01%
12,888
-93
1635
$340K ﹤0.01%
10,696
+144
1636
$339K ﹤0.01%
23,353
-1,781
1637
$339K ﹤0.01%
8,548
+1,277
1638
$338K ﹤0.01%
1,026
-78
1639
$338K ﹤0.01%
13,560
+270
1640
$338K ﹤0.01%
3,970
-170
1641
$338K ﹤0.01%
7,125
+2,296
1642
$335K ﹤0.01%
10,432
-300
1643
$335K ﹤0.01%
2,818
+304
1644
$334K ﹤0.01%
13,503
+3,902
1645
$333K ﹤0.01%
18,208
1646
$333K ﹤0.01%
28,599
+2,625
1647
$332K ﹤0.01%
+15,031
1648
$332K ﹤0.01%
3,505
+271
1649
$331K ﹤0.01%
15,189
+3,012
1650
$329K ﹤0.01%
12,657
+3,157
64 65
66
67 68