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
326
$293K 0.05%
2,164
-379
327
$292K 0.05%
6,492
+1,008
328
$292K 0.05%
+8,054
329
$291K 0.05%
3,368
+137
330
$288K 0.05%
1,593
-118
331
$285K 0.05%
+6,402
332
$285K 0.05%
2,178
-177
333
$283K 0.05%
1,945
+384
334
$283K 0.05%
4,148
-116
335
$282K 0.05%
6,208
+634
336
$281K 0.05%
2,005
-244
337
$280K 0.05%
1,339
-38
338
$278K 0.05%
2,765
-192
339
$278K 0.05%
+5,822
340
$276K 0.05%
2,178
+391
341
$275K 0.05%
3,559
+511
342
$273K 0.05%
1,967
343
$272K 0.05%
6,937
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344
$272K 0.05%
9,789
+230
345
$272K 0.05%
7,640
-221
346
$268K 0.05%
+5,815
347
$266K 0.05%
5,725
+600
348
$262K 0.05%
+3,069
349
$258K 0.05%
1,925
+80
350
$254K 0.04%
6,271
-1,399
12 13
14
15 16