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
1826
$246K ﹤0.01%
+11,324
1827
$245K ﹤0.01%
15,188
-903
1828
$245K ﹤0.01%
+2,563
1829
$243K ﹤0.01%
3,385
+210
1830
$243K ﹤0.01%
5,526
-1,564
1831
$242K ﹤0.01%
9,580
1832
$242K ﹤0.01%
+6,140
1833
$241K ﹤0.01%
3,338
-3
1834
$241K ﹤0.01%
+7,054
1835
$240K ﹤0.01%
6,696
+100
1836
$240K ﹤0.01%
10,569
+839
1837
$238K ﹤0.01%
17,022
+45
1838
$238K ﹤0.01%
4,724
-61
1839
$238K ﹤0.01%
1,187
+24
1840
$238K ﹤0.01%
15,311
-47
1841
$238K ﹤0.01%
8,010
-27,516
1842
$237K ﹤0.01%
15,291
-95
1843
$237K ﹤0.01%
744
-20
1844
$237K ﹤0.01%
3,293
-1,069
1845
$237K ﹤0.01%
+13,506
1846
$237K ﹤0.01%
2,717
-558
1847
$236K ﹤0.01%
1,121
-1,602
1848
$236K ﹤0.01%
8,289
+579
1849
$236K ﹤0.01%
64,063
-3,478
1850
$235K ﹤0.01%
4,023
+72
72 73
74
75 76