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
51
$2.69M 0.47%
117,573
+4,100
52
$2.68M 0.47%
9,798
+1,626
53
$2.67M 0.47%
23,246
-7,121
54
$2.62M 0.46%
13,388
+785
55
$2.53M 0.45%
18,643
-2,511
56
$2.52M 0.44%
+144,233
57
$2.52M 0.44%
40,079
+3,381
58
$2.5M 0.44%
93,782
+3,256
59
$2.39M 0.42%
44,939
+3,343
60
$2.38M 0.42%
6,693
+398
61
$2.34M 0.41%
44,074
-3,274
62
$2.29M 0.4%
29,336
-5,164
63
$2.29M 0.4%
54,284
-10,359
64
$2.27M 0.4%
21,668
+1,193
65
$2.26M 0.4%
78,834
+1,662
66
$2.24M 0.39%
35,920
-6,770
67
$2.23M 0.39%
32,117
-4,354
68
$2.23M 0.39%
39,460
+1,200
69
$2.19M 0.38%
29,832
-326
70
$2.13M 0.37%
26,892
-10,218
71
$2.11M 0.37%
119,292
+17,703
72
$2.09M 0.37%
8,440
+1,191
73
$2.06M 0.36%
37,115
+2,481
74
$2.02M 0.35%
15,119
-1,412
75
$2M 0.35%
29,763
+3,624
1 2
3
4 5