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
1801
$256K ﹤0.01%
2,877
-515
1802
$255K ﹤0.01%
4,960
+766
1803
$255K ﹤0.01%
+7,685
1804
$254K ﹤0.01%
4,328
-45,407
1805
$254K ﹤0.01%
11,108
-5,030
1806
$254K ﹤0.01%
+7,956
1807
$253K ﹤0.01%
6,745
-184
1808
$253K ﹤0.01%
4,448
-740
1809
$253K ﹤0.01%
12,015
-1,200
1810
$253K ﹤0.01%
2,846
-6
1811
$252K ﹤0.01%
10,719
+861
1812
$252K ﹤0.01%
3,247
-229
1813
$252K ﹤0.01%
3,749
-513
1814
$252K ﹤0.01%
+3,892
1815
$251K ﹤0.01%
6,872
-987
1816
$251K ﹤0.01%
9,236
-793
1817
$250K ﹤0.01%
8,059
+670
1818
$249K ﹤0.01%
25,026
+13,485
1819
$249K ﹤0.01%
+4,421
1820
$249K ﹤0.01%
2,035
+136
1821
$248K ﹤0.01%
3,510
-132
1822
$248K ﹤0.01%
2,480
-1,400
1823
$248K ﹤0.01%
5,352
-592
1824
$247K ﹤0.01%
233,325
+71,100
1825
$247K ﹤0.01%
+12,232
71 72
73
74 75