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
1901
$221K ﹤0.01%
+1,645
1902
$221K ﹤0.01%
+965
1903
$220K ﹤0.01%
3,620
-306
1904
$220K ﹤0.01%
10,506
-1,534
1905
$219K ﹤0.01%
+2,294
1906
$218K ﹤0.01%
10,696
-516
1907
$217K ﹤0.01%
+13,049
1908
$217K ﹤0.01%
2,517
-355
1909
$217K ﹤0.01%
+8,456
1910
$217K ﹤0.01%
9,063
+307
1911
$215K ﹤0.01%
3,948
-6,697
1912
$215K ﹤0.01%
8,270
-4,573
1913
$215K ﹤0.01%
10,837
+692
1914
$214K ﹤0.01%
2,336
-9,884
1915
$214K ﹤0.01%
+6,596
1916
$213K ﹤0.01%
11,858
+1,057
1917
$213K ﹤0.01%
5,762
+944
1918
$212K ﹤0.01%
11,843
-746
1919
$212K ﹤0.01%
+2,390
1920
$212K ﹤0.01%
+394
1921
$212K ﹤0.01%
+8,186
1922
$211K ﹤0.01%
14,261
-83
1923
$211K ﹤0.01%
10,094
-16,627
1924
$210K ﹤0.01%
11,796
-5,300
1925
$210K ﹤0.01%
7,219
-99
75 76
77
78 79