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
1976
$183K ﹤0.01%
22,980
-913
1977
$182K ﹤0.01%
68,690
-174,420
1978
$182K ﹤0.01%
15,457
-535
1979
$182K ﹤0.01%
13,910
+272
1980
$181K ﹤0.01%
23,600
+12,162
1981
$181K ﹤0.01%
+13,155
1982
$179K ﹤0.01%
15,029
-1,918
1983
$179K ﹤0.01%
77,039
+1,351
1984
$177K ﹤0.01%
17,789
1985
$177K ﹤0.01%
14,364
+2,807
1986
$174K ﹤0.01%
16,204
+1,968
1987
$174K ﹤0.01%
22,615
-120
1988
$173K ﹤0.01%
19,986
-13,419
1989
$171K ﹤0.01%
3,385
-189
1990
$171K ﹤0.01%
+12,721
1991
$168K ﹤0.01%
33,937
1992
$164K ﹤0.01%
32,000
1993
$164K ﹤0.01%
12,009
-5,342
1994
$164K ﹤0.01%
10,976
-129,766
1995
$162K ﹤0.01%
25,356
-4,644
1996
$162K ﹤0.01%
+19,431
1997
$159K ﹤0.01%
16,733
-2,215
1998
$158K ﹤0.01%
19,957
-1,226
1999
$157K ﹤0.01%
+12,745
2000
$155K ﹤0.01%
+22,794
78 79
80
81 82