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
276
$405K 0.07%
16,117
+3,907
277
$403K 0.07%
8,950
+14
278
$400K 0.07%
6,059
+530
279
$399K 0.07%
88,379
280
$394K 0.07%
4,316
+1,309
281
$394K 0.07%
8,434
+972
282
$394K 0.07%
7,278
-197
283
$393K 0.07%
4,846
-464
284
$393K 0.07%
+11,042
285
$393K 0.07%
12,935
+3,035
286
$390K 0.07%
3,671
+584
287
$390K 0.07%
+29,556
288
$390K 0.07%
2,886
+285
289
$387K 0.07%
+40,029
290
$379K 0.07%
4,016
+1
291
$375K 0.07%
7,089
+139
292
$371K 0.07%
6,727
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293
$371K 0.07%
7,119
+1,331
294
$371K 0.07%
3,341
-191
295
$370K 0.07%
5,511
+35
296
$369K 0.06%
2,720
-450
297
$366K 0.06%
8,963
+36
298
$366K 0.06%
+5,836
299
$365K 0.06%
6,401
300
$363K 0.06%
6,429
+146
10 11
12
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