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
2026
$128K ﹤0.01%
27,116
+1,344
2027
$128K ﹤0.01%
12,845
-509
2028
$127K ﹤0.01%
+12,785
2029
$127K ﹤0.01%
19,232
+49
2030
$127K ﹤0.01%
+10,000
2031
$126K ﹤0.01%
11,138
-138,198
2032
$125K ﹤0.01%
13,777
-1,492
2033
$124K ﹤0.01%
45,973
-270
2034
$124K ﹤0.01%
16,761
-56
2035
$123K ﹤0.01%
11,920
-458
2036
$123K ﹤0.01%
11,568
-378
2037
$122K ﹤0.01%
17,291
+1,805
2038
$121K ﹤0.01%
22,672
-2,253
2039
$120K ﹤0.01%
+10,620
2040
$119K ﹤0.01%
19,217
+909
2041
$119K ﹤0.01%
12,090
+2,050
2042
$118K ﹤0.01%
13,125
+2,085
2043
$118K ﹤0.01%
+16,219
2044
$118K ﹤0.01%
22,190
+2,600
2045
$117K ﹤0.01%
12,528
-2,637
2046
$117K ﹤0.01%
17,755
+1,458
2047
$116K ﹤0.01%
+11,656
2048
$116K ﹤0.01%
58,476
+42,800
2049
$116K ﹤0.01%
20,755
-500
2050
$113K ﹤0.01%
+39,968
80 81
82
83 84