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
1726
$289K ﹤0.01%
34,997
+300
1727
$289K ﹤0.01%
3,255
-417
1728
$288K ﹤0.01%
15,014
1729
$288K ﹤0.01%
8,195
-453
1730
$288K ﹤0.01%
10,277
-520
1731
$288K ﹤0.01%
32,509
-1,328
1732
$288K ﹤0.01%
9,742
+2,318
1733
$287K ﹤0.01%
4,700
+5
1734
$287K ﹤0.01%
+10,345
1735
$286K ﹤0.01%
2,141
-3
1736
$285K ﹤0.01%
8,443
1737
$284K ﹤0.01%
9,847
+1,966
1738
$284K ﹤0.01%
+5,911
1739
$282K ﹤0.01%
12,926
-797
1740
$282K ﹤0.01%
6,096
+804
1741
$282K ﹤0.01%
10,296
+1,062
1742
$282K ﹤0.01%
3,471
+49
1743
$281K ﹤0.01%
17,141
-589
1744
$280K ﹤0.01%
10,553
+1,093
1745
$279K ﹤0.01%
+5,401
1746
$278K ﹤0.01%
6,138
-1,109
1747
$278K ﹤0.01%
+3,982
1748
$276K ﹤0.01%
+2,067
1749
$276K ﹤0.01%
10,239
1750
$276K ﹤0.01%
1,812
-5
68 69
70
71 72