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
2126
$13K ﹤0.01%
181
2127
$12.9K ﹤0.01%
+590
2128
$12.3K ﹤0.01%
132,400
2129
$11K ﹤0.01%
10,000
2130
$10.1K ﹤0.01%
67
2131
$9.84K ﹤0.01%
1,071
+425
2132
$8.5K ﹤0.01%
10,000
2133
$8.4K ﹤0.01%
1,000
2134
$8K ﹤0.01%
253
-187
2135
– –
0
2136
$6.11K ﹤0.01%
506
2137
$5.33K ﹤0.01%
10,000
2138
$4.95K ﹤0.01%
883
+200
2139
$3.94K ﹤0.01%
18,600
2140
$2.15K ﹤0.01%
16,500
2141
$544 ﹤0.01%
13,119
-5,438
2142
– –
-13,878
2143
– –
-2,708
2144
– –
-9,145
2145
– –
-66,923
2146
– –
-10,442
2147
– –
-611
2148
– –
-19,081
2149
– –
-7,615
2150
– –
-2,555
84 85
86
87 88