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
1926
$210K ﹤0.01%
5,619
-14,745
1927
$209K ﹤0.01%
+8,862
1928
$209K ﹤0.01%
+2,509
1929
$208K ﹤0.01%
23,387
-1,528
1930
$208K ﹤0.01%
+4,888
1931
$208K ﹤0.01%
+1,740
1932
$208K ﹤0.01%
4,118
-2,451
1933
$207K ﹤0.01%
8,494
-1,340
1934
$206K ﹤0.01%
+4,175
1935
$206K ﹤0.01%
11,520
-967
1936
$206K ﹤0.01%
+1,401
1937
$205K ﹤0.01%
+19,270
1938
$205K ﹤0.01%
+6,804
1939
$205K ﹤0.01%
2,781
-3,119
1940
$204K ﹤0.01%
+3,864
1941
$204K ﹤0.01%
6,198
-42
1942
$204K ﹤0.01%
9,398
-3,147
1943
$204K ﹤0.01%
+5,546
1944
$203K ﹤0.01%
+2,181
1945
$203K ﹤0.01%
+9,601
1946
$202K ﹤0.01%
+10,270
1947
$202K ﹤0.01%
+3,866
1948
$202K ﹤0.01%
1,495
+142
1949
$202K ﹤0.01%
+8,437
1950
$201K ﹤0.01%
+6,826
76 77
78
79 80