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
251
$5.65M 0.08%
46,106
-19,170
252
$5.62M 0.08%
53,111
-28,747
253
$5.62M 0.08%
51,524
-4,683
254
$5.61M 0.08%
40,690
+690
255
$5.58M 0.08%
51,602
-2,737
256
$5.57M 0.08%
110,758
+5,747
257
$5.57M 0.08%
54,115
+5,891
258
$5.56M 0.08%
161,090
+118,721
259
$5.55M 0.08%
25,332
-4,705
260
$5.51M 0.08%
88,339
+4,705
261
$5.51M 0.08%
47,981
-21
262
$5.51M 0.08%
11,671
-324
263
$5.5M 0.08%
64,467
-754
264
$5.49M 0.08%
85,974
+4,098
265
$5.44M 0.08%
52,619
+7,605
266
$5.43M 0.08%
15,835
-199
267
$5.38M 0.08%
43,314
+1,039
268
$5.37M 0.08%
+117,025
269
$5.36M 0.08%
47,858
+34,990
270
$5.34M 0.08%
57,835
-3,248
271
$5.34M 0.08%
80,562
-13,392
272
$5.32M 0.08%
115,172
+71,522
273
$5.32M 0.08%
45,968
+10,539
274
$5.27M 0.08%
202,142
+6,949
275
$5.27M 0.08%
+125,735
9 10
11
12 13