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
1876
$229K ﹤0.01%
+4,657
1877
$229K ﹤0.01%
+9,327
1878
$228K ﹤0.01%
55,405
-298
1879
$227K ﹤0.01%
3,424
+34
1880
$227K ﹤0.01%
2,279
-299
1881
$227K ﹤0.01%
2,156
-2,706
1882
$227K ﹤0.01%
44,438
-4,166
1883
$226K ﹤0.01%
+7,856
1884
$226K ﹤0.01%
15,364
-92
1885
$226K ﹤0.01%
21,468
-237
1886
$226K ﹤0.01%
13,874
-887
1887
$225K ﹤0.01%
11,603
-960
1888
$225K ﹤0.01%
+827
1889
$225K ﹤0.01%
6,228
-11,491
1890
$224K ﹤0.01%
2,666
-243
1891
$223K ﹤0.01%
12,470
-993
1892
$223K ﹤0.01%
13,492
-4,591
1893
$223K ﹤0.01%
6,478
-309
1894
$223K ﹤0.01%
5,185
-350
1895
$222K ﹤0.01%
28,587
-2,150
1896
$222K ﹤0.01%
3,168
-1,258
1897
$222K ﹤0.01%
5,925
+57
1898
$221K ﹤0.01%
+9,406
1899
$221K ﹤0.01%
5,897
-167
1900
$221K ﹤0.01%
17,787
+2,481
74 75
76
77 78