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
351
$253K 0.04%
1,299
+237
352
$250K 0.04%
+11,392
353
$245K 0.04%
10,045
-73
354
$242K 0.04%
3,485
+5
355
$242K 0.04%
+8,010
356
$239K 0.04%
6,800
-2,825
357
$238K 0.04%
5,027
+826
358
$238K 0.04%
+22,174
359
$237K 0.04%
+25,754
360
$237K 0.04%
2,767
+7
361
$237K 0.04%
2,060
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362
$236K 0.04%
5,110
-300
363
$235K 0.04%
8,842
-153
364
$235K 0.04%
2,476
-20
365
$235K 0.04%
761
366
$233K 0.04%
7,000
-302
367
$232K 0.04%
+17,999
368
$230K 0.04%
9,260
-154,547
369
$229K 0.04%
9,841
-1,150
370
$229K 0.04%
+27,475
371
$225K 0.04%
+7,071
372
$224K 0.04%
+3,773
373
$224K 0.04%
+4,900
374
$224K 0.04%
+4,755
375
$223K 0.04%
+10,491
13 14
15
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