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
1951
$201K ﹤0.01%
40,687
-277,839
1952
$201K ﹤0.01%
3,625
1953
$201K ﹤0.01%
+6,493
1954
$200K ﹤0.01%
17,014
-1,700
1955
$200K ﹤0.01%
+9,746
1956
$200K ﹤0.01%
105,569
+6,197
1957
$199K ﹤0.01%
26,346
+2,903
1958
$199K ﹤0.01%
19,539
+7,777
1959
$198K ﹤0.01%
17,430
+3,311
1960
$198K ﹤0.01%
10,617
-23,261
1961
$198K ﹤0.01%
898
+21
1962
$197K ﹤0.01%
11,965
-153
1963
$197K ﹤0.01%
4,952
-181
1964
$196K ﹤0.01%
10,668
-64
1965
$196K ﹤0.01%
22,975
1966
$196K ﹤0.01%
11,861
-1,097
1967
$193K ﹤0.01%
+13,190
1968
$192K ﹤0.01%
+10,851
1969
$189K ﹤0.01%
21,973
-3,171
1970
$187K ﹤0.01%
12,434
+412
1971
$185K ﹤0.01%
16,357
+153
1972
$184K ﹤0.01%
22,284
1973
$184K ﹤0.01%
15,911
-20
1974
$183K ﹤0.01%
30,597
+314
1975
$183K ﹤0.01%
+20,922
77 78
79
80 81