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
2101
$32.6K ﹤0.01%
29,943
+3,000
2102
$32.2K ﹤0.01%
27,259
2103
$31.5K ﹤0.01%
23,176
-1,409
2104
$30.7K ﹤0.01%
10,000
2105
$28.2K ﹤0.01%
10,400
2106
$26.8K ﹤0.01%
13,799
-1,044
2107
$25.1K ﹤0.01%
1,436
-15
2108
$25K ﹤0.01%
+30,138
2109
$25K ﹤0.01%
17,110
2110
$24.5K ﹤0.01%
18,148
-228
2111
$24.4K ﹤0.01%
19,326
+2,577
2112
$24K ﹤0.01%
559
-40
2113
$23.8K ﹤0.01%
+16,000
2114
$23.3K ﹤0.01%
+16,263
2115
$22.7K ﹤0.01%
14,386
2116
$22.6K ﹤0.01%
15,000
-5,000
2117
$21.8K ﹤0.01%
16,138
+3,514
2118
$19.1K ﹤0.01%
14,044
-4,951
2119
$18.9K ﹤0.01%
12,025
+3,200
2120
$18.4K ﹤0.01%
1,932
2121
$17.7K ﹤0.01%
+500
2122
$15.3K ﹤0.01%
20
-10
2123
$15.2K ﹤0.01%
23
2124
$14.6K ﹤0.01%
1,537
+509
2125
$13.5K ﹤0.01%
1,312
-544
83 84
85
86 87