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
2076
$77.7K ﹤0.01%
28,475
+3,351
2077
$76.7K ﹤0.01%
6,451
+169
2078
$73.6K ﹤0.01%
12,581
+897
2079
$72.3K ﹤0.01%
+10,262
2080
$70.4K ﹤0.01%
1,667
-34
2081
$69.1K ﹤0.01%
1,299
+408
2082
$68.5K ﹤0.01%
14,859
-1,297
2083
$67.8K ﹤0.01%
15,757
-576
2084
$66.6K ﹤0.01%
20,000
2085
$66.2K ﹤0.01%
+14,483
2086
$56.8K ﹤0.01%
19,463
2087
$54.9K ﹤0.01%
44,265
2088
$54.2K ﹤0.01%
8,500
2089
$53.6K ﹤0.01%
+17,068
2090
$51.8K ﹤0.01%
1,271
-35
2091
$50.9K ﹤0.01%
16,359
+3,196
2092
$49.9K ﹤0.01%
+10,059
2093
$46.7K ﹤0.01%
+577
2094
$46.4K ﹤0.01%
16,061
-1,486
2095
$45K ﹤0.01%
11,400
2096
$44.2K ﹤0.01%
35,936
2097
$42.1K ﹤0.01%
21,242
-1,250
2098
$40.5K ﹤0.01%
1,500
-1,167
2099
$39.6K ﹤0.01%
10,000
-3,300
2100
$35.9K ﹤0.01%
16,615
82 83
84
85 86