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
251
$471K 0.08%
701
-3
252
$470K 0.08%
1,946
+396
253
$468K 0.08%
5,901
-78
254
$466K 0.08%
7,002
+7
255
$462K 0.08%
5,990
+153
256
$461K 0.08%
6,434
-33
257
$453K 0.08%
6,958
+545
258
$446K 0.08%
7,048
259
$441K 0.08%
9,985
-93
260
$436K 0.08%
13,950
-115
261
$435K 0.08%
+15,872
262
$434K 0.08%
+33,325
263
$432K 0.08%
16,109
+7,935
264
$432K 0.08%
+33,123
265
$429K 0.08%
+19,742
266
$428K 0.08%
4,592
267
$427K 0.08%
8,079
+1,444
268
$426K 0.07%
9,627
+881
269
$420K 0.07%
2,957
+448
270
$417K 0.07%
14,794
+2,970
271
$411K 0.07%
4,304
-132
272
$409K 0.07%
11,371
-889
273
$409K 0.07%
4,019
-112
274
$406K 0.07%
10,576
+620
275
$406K 0.07%
28,744
-474
9 10
11
12 13