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
76
$1.95M 0.34%
87,105
+28,200
77
$1.93M 0.34%
17,393
+428
78
$1.9M 0.33%
12,082
+1,681
79
$1.89M 0.33%
66,984
+6,828
80
$1.85M 0.33%
195,088
+22,040
81
$1.82M 0.32%
33,719
-756
82
$1.81M 0.32%
36,066
+1,288
83
$1.8M 0.32%
25,336
+7,134
84
$1.79M 0.31%
32,263
+1,951
85
$1.74M 0.31%
50,399
+2,509
86
$1.74M 0.31%
13,126
+496
87
$1.73M 0.3%
46,040
-995
88
$1.72M 0.3%
15,627
+8,151
89
$1.69M 0.3%
6
+3
90
$1.69M 0.3%
8,590
+156
91
$1.69M 0.3%
6,902
+2,471
92
$1.66M 0.29%
56,540
-117
93
$1.64M 0.29%
29,480
+3,100
94
$1.62M 0.28%
31,582
+840
95
$1.57M 0.28%
11,562
+732
96
$1.57M 0.28%
27,598
+1,222
97
$1.53M 0.27%
15,049
+1,798
98
$1.48M 0.26%
36,484
+1,408
99
$1.47M 0.26%
35,931
+1,887
100
$1.46M 0.26%
23,146
+628
2 3
4
5 6