Cetera Advisors’s abrdn Australia Equity Fund IAF Stock Holding History

Cetera Advisors’s Portfolio IAF Stock Details IAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$97.2K	Buy	+7,603	New	+$95.6K	﹤0.01%	2313
2023 Q2	–	Sell	-3,387	Closed	-$44.6K	–	1707
2023 Q1	$44.6K	Buy	+3,387	New	+$47.6K	﹤0.01%	1597
2022 Q4	–	Sell	-6,093	Closed	–	–	1643
2022 Q3	$0	Buy	+6,093	New	+$86.3K	﹤0.01%	1404
2021 Q4	–	Sell	-3,879	Closed	-$69K	–	1479
2021 Q3	$69K	Buy	3,879 +324	+9%	+$6.13K	﹤0.01%	1363
2021 Q2	$69K	Buy	+3,555	New	+$67.8K	﹤0.01%	1298
2020 Q2	–	Sell	-3,424	Closed	-$40K	–	931
2020 Q1	$40K	Buy	+3,424	New	+$50.7K	﹤0.01%	788
2018 Q4	–	Sell	-3,976	Closed	-$71K	–	902
2018 Q3	$71K	Buy	+3,976	New	+$72.3K	﹤0.01%	933
2018 Q1	–	Sell	-3,473	Closed	-$66K	–	824
2017 Q4	$66K	Buy	3,473 +100	+3%	+$1.89K	﹤0.01%	750
2017 Q3	$62K	Buy	+3,373	New	+$62.9K	﹤0.01%	804

Other funds holding IAF

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's IAF Position: Q1 2024 in Review

Cetera Advisors opened a new position in abrdn Australia Equity Fund (IAF) in Q1 2024: 7,603 shares worth $97.2K. The stake represents ﹤0.01% of the portfolio and ranks #2313 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IAF as recently as Q1 2023.

Cetera Advisors first reported a position in IAF in Q3 2017 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold IAF as of Q1 2024.

Cetera Advisors held 7,603 shares of abrdn Australia Equity Fund worth $97.2K as of Q1 2024.
abrdn Australia Equity Fund was a new Cetera Advisors position in Q1 2024.
abrdn Australia Equity Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2313 holding.
Cetera Advisors first reported a position in abrdn Australia Equity Fund in Q3 2017 and has held it in 9 quarters since.
37 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.