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
426
$2.98M 0.04%
98,846
+11,168
427
$2.98M 0.04%
13,570
-312
428
$2.95M 0.04%
59,595
+5,318
429
$2.95M 0.04%
44,311
+7,834
430
$2.95M 0.04%
24,074
+6,994
431
$2.94M 0.04%
50,123
+4,561
432
$2.94M 0.04%
13,763
-132
433
$2.93M 0.04%
76,139
-3,321
434
$2.93M 0.04%
93,571
+21,142
435
$2.92M 0.04%
82,984
-26,652
436
$2.92M 0.04%
32,784
+2,449
437
$2.9M 0.04%
66,252
-74
438
$2.89M 0.04%
14,417
+53
439
$2.89M 0.04%
34,815
+24,718
440
$2.88M 0.04%
68,383
+2,665
441
$2.88M 0.04%
+104,444
442
$2.88M 0.04%
69,211
+916
443
$2.84M 0.04%
77,737
+58,127
444
$2.83M 0.04%
36,027
-3,875
445
$2.82M 0.04%
17,660
+1,207
446
$2.82M 0.04%
105,186
-9,342
447
$2.81M 0.04%
16,045
-11
448
$2.79M 0.04%
49,657
+5,027
449
$2.77M 0.04%
63,005
-4,284
450
$2.77M 0.04%
211,783
+37,802
16 17
18
19 20