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
26
$36.5M 0.52%
230,239
+5,593
27
$36.4M 0.52%
429,357
+12,825
28
$36.2M 0.52%
118,614
+2,054
29
$36.1M 0.52%
649,761
-7,600
30
$35.3M 0.51%
681,357
-34,251
31
$34.7M 0.5%
324,567
+42,497
32
$34.6M 0.5%
189,263
+10,092
33
$33.7M 0.48%
232,860
+2,560
34
$33.1M 0.47%
256,233
+7,760
35
$32.2M 0.46%
605,071
+38,070
36
$30.6M 0.44%
378,181
+34,724
37
$29.8M 0.43%
256,053
+5,341
38
$29.7M 0.43%
68,055
+1,351
39
$29.1M 0.42%
271,325
+78,315
40
$28.9M 0.41%
386,705
+60,761
41
$28.8M 0.41%
171,520
-856
42
$28.8M 0.41%
217,280
+2,440
43
$28.2M 0.4%
157,649
+3,081
44
$28.1M 0.4%
550,603
+15,948
45
$27.9M 0.4%
67,335
+488
46
$27.6M 0.4%
161,622
+3,287
47
$27.1M 0.39%
174,685
+12,866
48
$26.1M 0.37%
102,683
+5,372
49
$25M 0.36%
193,471
+3,541
50
$24.5M 0.35%
292,623
+25,558
1
2
3 4 5