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
1676
$314K ﹤0.01%
5,134
-294
1677
$314K ﹤0.01%
+17,903
1678
$313K ﹤0.01%
2,711
+21
1679
$313K ﹤0.01%
24,558
-131
1680
$312K ﹤0.01%
9,889
-2,042
1681
$311K ﹤0.01%
14,206
-3,563
1682
$310K ﹤0.01%
30,573
-2,107
1683
$310K ﹤0.01%
3,514
+281
1684
$310K ﹤0.01%
2,173
+162
1685
$309K ﹤0.01%
14,250
-1,611
1686
$309K ﹤0.01%
19,392
-1,496
1687
$308K ﹤0.01%
16,741
-1,398
1688
$308K ﹤0.01%
64,583
+5,826
1689
$308K ﹤0.01%
35,037
+10,588
1690
$307K ﹤0.01%
18,143
+398
1691
$307K ﹤0.01%
9,950
-334
1692
$305K ﹤0.01%
12,552
+14
1693
$305K ﹤0.01%
11,952
-152
1694
$305K ﹤0.01%
7,809
+233
1695
$305K ﹤0.01%
10,258
+100
1696
$303K ﹤0.01%
1,660
+68
1697
$303K ﹤0.01%
+9,965
1698
$302K ﹤0.01%
2,766
-88
1699
$302K ﹤0.01%
15,502
-1,202
1700
$301K ﹤0.01%
+10,821
66 67
68
69 70