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
1751
$275K ﹤0.01%
8,214
+2,100
1752
$275K ﹤0.01%
10,013
-299
1753
$274K ﹤0.01%
4,494
+55
1754
$274K ﹤0.01%
45,572
-3,219
1755
$273K ﹤0.01%
3,488
+109
1756
$272K ﹤0.01%
5,012
-100
1757
$271K ﹤0.01%
8,751
+350
1758
$271K ﹤0.01%
9,675
+2,037
1759
$270K ﹤0.01%
22,637
+4,156
1760
$270K ﹤0.01%
+5,832
1761
$270K ﹤0.01%
8,773
+1,511
1762
$269K ﹤0.01%
5,307
+100
1763
$269K ﹤0.01%
5,642
1764
$268K ﹤0.01%
2,515
-3,006
1765
$268K ﹤0.01%
18,041
-248
1766
$268K ﹤0.01%
26,851
+13,865
1767
$268K ﹤0.01%
4,630
-62
1768
$268K ﹤0.01%
1,633
-134
1769
$267K ﹤0.01%
+12,920
1770
$267K ﹤0.01%
8,152
+68
1771
$267K ﹤0.01%
10,889
+716
1772
$266K ﹤0.01%
6,883
-1,572
1773
$266K ﹤0.01%
6,102
-105
1774
$265K ﹤0.01%
7,839
+100
1775
$265K ﹤0.01%
41,688
-5,172
69 70
71
72 73