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
26
$4.33M 0.76%
143,274
+1,243
27
$4.17M 0.73%
39,999
+3,089
28
$4.01M 0.7%
33,078
-3,408
29
$3.9M 0.68%
58,122
-36,549
30
$3.85M 0.68%
185,641
-34,365
31
$3.77M 0.66%
71,617
-3,179
32
$3.75M 0.66%
38,294
+1,586
33
$3.73M 0.66%
256,516
+7,183
34
$3.73M 0.66%
165,640
-3,925
35
$3.72M 0.65%
34,980
-5,697
36
$3.69M 0.65%
96,420
+45,785
37
$3.68M 0.65%
62,018
+9,847
38
$3.66M 0.64%
44,169
+2,140
39
$3.44M 0.6%
150,756
+18,936
40
$3.3M 0.58%
16,973
+558
41
$3.28M 0.58%
198,414
+11,250
42
$3.14M 0.55%
59,464
+242
43
$3.12M 0.55%
9,305
-1,409
44
$3.1M 0.55%
24,563
-2,093
45
$3.03M 0.53%
60,938
-7,517
46
$3M 0.53%
22,388
+1,210
47
$2.95M 0.52%
58,356
+5,525
48
$2.91M 0.51%
37,227
+7,872
49
$2.84M 0.5%
47,388
-18,231
50
$2.81M 0.49%
30,340
+477
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2
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