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
1851
$235K ﹤0.01%
+9,989
1852
$234K ﹤0.01%
+11,137
1853
$234K ﹤0.01%
1,011
-351
1854
$234K ﹤0.01%
14,127
+1,127
1855
$234K ﹤0.01%
7,330
-28
1856
$233K ﹤0.01%
6,659
-557
1857
$232K ﹤0.01%
8,000
1858
$232K ﹤0.01%
+3,319
1859
$232K ﹤0.01%
+20,793
1860
$232K ﹤0.01%
32,328
+334
1861
$232K ﹤0.01%
7,166
-12
1862
$231K ﹤0.01%
5,082
1863
$231K ﹤0.01%
+7,212
1864
$231K ﹤0.01%
2,709
-492
1865
$231K ﹤0.01%
2,824
-163
1866
$231K ﹤0.01%
28,840
-5,445
1867
$231K ﹤0.01%
8,947
+3
1868
$230K ﹤0.01%
+9,000
1869
$230K ﹤0.01%
2,500
-586
1870
$230K ﹤0.01%
22,080
+1,629
1871
$229K ﹤0.01%
3,765
-703
1872
$229K ﹤0.01%
13,074
+53
1873
$229K ﹤0.01%
8,049
+1,051
1874
$229K ﹤0.01%
19,549
+2,343
1875
$229K ﹤0.01%
9,722
-1,339
73 74
75
76 77