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
1701
$301K ﹤0.01%
4,284
-2,254
1702
$301K ﹤0.01%
2,409
-270
1703
$301K ﹤0.01%
25,001
-615
1704
$300K ﹤0.01%
8,742
+304
1705
$298K ﹤0.01%
9,397
+601
1706
$298K ﹤0.01%
9,428
-72
1707
$298K ﹤0.01%
29,206
-174
1708
$297K ﹤0.01%
27,416
-99,743
1709
$297K ﹤0.01%
7,322
+815
1710
$295K ﹤0.01%
+4,669
1711
$294K ﹤0.01%
10,630
+993
1712
$294K ﹤0.01%
+14,958
1713
$293K ﹤0.01%
1,983
-5
1714
$293K ﹤0.01%
5,387
+182
1715
$293K ﹤0.01%
7,457
-122
1716
$293K ﹤0.01%
12,475
-4,181
1717
$293K ﹤0.01%
35,249
+4,064
1718
$293K ﹤0.01%
12,511
-16,026
1719
$293K ﹤0.01%
1,057
-338
1720
$293K ﹤0.01%
13,879
+591
1721
$292K ﹤0.01%
6,231
-966
1722
$291K ﹤0.01%
+4,265
1723
$290K ﹤0.01%
6,284
-3,464
1724
$290K ﹤0.01%
133,524
+3,205
1725
$290K ﹤0.01%
6,042
+885
67 68
69
70 71