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
$569M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.14M
3
+$2.53M
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$2.52M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.38M

Top Sells

1
+$3.85M
2
+$3.84M
3
+$2.96M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.18M

Sector Composition

1 Technology 5.55%
2 Financials 3.94%
3 Industrials 3.86%
4 Healthcare 3.68%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$572K 0.1%
10,923
+1,540
227
$567K 0.1%
4,302
-72
228
$567K 0.1%
5,130
+190
229
$554K 0.1%
6,454
+574
230
$542K 0.1%
5,802
-6
231
$537K 0.09%
6,736
+667
232
$535K 0.09%
13,544
-4,721
233
$534K 0.09%
4,882
+438
234
$533K 0.09%
+24,652
235
$532K 0.09%
16,661
+808
236
$532K 0.09%
10,435
+801
237
$531K 0.09%
14,264
238
$528K 0.09%
6,939
+2,442
239
$519K 0.09%
6,121
-329
240
$503K 0.09%
2,434
+357
241
$501K 0.09%
7,526
-160
242
$497K 0.09%
9,215
+1,078
243
$493K 0.09%
2,678
-150
244
$491K 0.09%
7,049
-2,269
245
$490K 0.09%
9,984
-841
246
$488K 0.09%
4,693
-663
247
$484K 0.09%
5,954
+398
248
$483K 0.08%
4,409
-315
249
$475K 0.08%
6,138
+1,534
250
$473K 0.08%
2,535
-22
8 9
10
11 12