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
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