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
$6.98B
AUM Growth
+$693M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,946
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$12.7M
3
+$10.3M
4
PCF
High Income Securities Fund
PCF
+$9.08M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.51M

Top Sells

1
+$10.6M
2
+$8.22M
3
+$7.21M
4
PGX icon
Invesco Preferred ETF
PGX
+$6.72M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.49M

Sector Composition

1 Technology 11.9%
2 Healthcare 5.58%
3 Financials 4.75%
4 Consumer Discretionary 4.7%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.67M 0.1%
31,948
+2,693
227
$6.65M 0.1%
33,273
+1,531
228
$6.63M 0.09%
62,576
-569
229
$6.61M 0.09%
85,660
+2,749
230
$6.57M 0.09%
61,186
+4,139
231
$6.54M 0.09%
116,374
+2,091
232
$6.51M 0.09%
41,648
+2,217
233
$6.5M 0.09%
137,274
-3,520
234
$6.35M 0.09%
68,043
+433
235
$6.35M 0.09%
23,737
-411
236
$6.33M 0.09%
68,261
+6,618
237
$6.17M 0.09%
155,189
-63,672
238
$6.13M 0.09%
29,424
-100
239
$6.13M 0.09%
78,992
-9,621
240
$6.11M 0.09%
33,404
+3,024
241
$6.1M 0.09%
23,059
-814
242
$6.08M 0.09%
909,420
+685,045
243
$6.03M 0.09%
29,704
+1,705
244
$6.01M 0.09%
233,270
-13,722
245
$5.98M 0.09%
14,430
-185
246
$5.93M 0.08%
165,104
+11,870
247
$5.92M 0.08%
153,889
-34,148
248
$5.9M 0.08%
276,665
+214,182
249
$5.88M 0.08%
34,956
+1,014
250
$5.82M 0.08%
75,807
-8,264
8 9
10
11 12